Smith Salley Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Smith Salley Wealth Management’s Portfolio WPM Stock Details WPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$354K	Hold	3,150	–	–	0.02%	222
2026 Q1	$413K	Hold	3,150	–	–	0.02%	199
2025 Q4	$370K	Hold	3,150	–	–	0.02%	208
2025 Q3	$352K	Hold	3,150	–	–	0.02%	207
2025 Q2	$283K	Buy	3,150 +564	+22%	+$47.5K	0.02%	223
2025 Q1	$201K	Buy	+2,586	New	+$173K	0.01%	241

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Smith Salley Wealth Management's WPM Position: Q2 2026 in Review

Smith Salley Wealth Management held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 3,150 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #222.

Smith Salley Wealth Management first reported a position in WPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $413K in Q1 2026. 853 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Smith Salley Wealth Management held 3,150 shares of Wheaton Precious Metals worth $354K as of Q2 2026.
Smith Salley Wealth Management left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #222 holding.
Smith Salley Wealth Management first reported a position in Wheaton Precious Metals in Q1 2025 and has held it in 6 quarters since.
Smith Salley Wealth Management's Wheaton Precious Metals position peaked at $413K in Q1 2026.
853 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.