Sound Income Strategies’s Wheaton Precious Metals WPM Stock Holding History

Sound Income Strategies’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	–	Sell	-214	Closed	-$29.3K	–	2394
2026 Q1	$29.3K	Buy	214 +64	+43%	+$8.9K	﹤0.01%	1029
2025 Q4	$20.3K	Hold	150	–	–	﹤0.01%	1147
2025 Q3	$15.5K	Hold	150	–	–	﹤0.01%	878
2025 Q2	$13.5K	Hold	150	–	–	﹤0.01%	856
2025 Q1	$11.6K	Hold	150	–	–	﹤0.01%	868
2024 Q4	$8.44K	Hold	150	–	–	﹤0.01%	877
2024 Q3	$9.16K	Buy	150 +50	+50%	+$2.97K	﹤0.01%	817
2024 Q2	$5.24K	Hold	100	–	–	﹤0.01%	931
2024 Q1	$4.71K	Hold	100	–	–	﹤0.01%	917
2023 Q4	$4.93K	Hold	100	–	–	﹤0.01%	900
2023 Q3	$4.05K	Hold	100	–	–	﹤0.01%	789
2023 Q2	$4.32K	Hold	100	–	–	﹤0.01%	763
2023 Q1	$4.82K	Hold	100	–	–	﹤0.01%	708
2022 Q4	$3.91K	Hold	100	–	–	﹤0.01%	676
2022 Q3	$3K	Buy	+100	New	+$3.28K	﹤0.01%	669
2021 Q1	–	Sell	-237	Closed	-$10K	–	1055
2020 Q4	$10K	Buy	+237	New	+$10.6K	﹤0.01%	460
2020 Q3	–	Sell	-150	Closed	-$7K	–	951
2020 Q2	$7K	Buy	+150	New	+$5.9K	﹤0.01%	466

Other funds holding WPM

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Sound Income Strategies's WPM Position: Q2 2026 in Review

Sound Income Strategies sold out of Wheaton Precious Metals (WPM) in Q2 2026, closing a stake of 214 shares — an estimated $29.3K sold.

Sound Income Strategies first reported a position in WPM in Q2 2020 and held it in 17 quarters. The position peaked at $29.3K in Q1 2026. 600 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Sound Income Strategies reported no remaining Wheaton Precious Metals position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 214 Wheaton Precious Metals shares in Q2 2026, an estimated $29.3K.
Sound Income Strategies first reported a position in Wheaton Precious Metals in Q2 2020 and held it in 17 quarters.
Sound Income Strategies's Wheaton Precious Metals position peaked at $29.3K in Q1 2026.
600 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.