Sowell Financial Services’s Wheaton Precious Metals WPM Stock Holding History

Sowell Financial Services’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	$491K	Buy	4,373 +298	+7%	+$38.8K	0.02%	657
2026 Q1	$534K	Sell	4,075 -161	-4%	-$22.4K	0.02%	616
2025 Q4	$498K	Sell	4,236 -76	-2%	-$8.14K	0.02%	649
2025 Q3	$482K	Buy	4,312 +3	+0.1%	+$293	0.02%	643
2025 Q2	$387K	Sell	4,309 -5,602	-57%	-$472K	0.02%	690
2025 Q1	$769K	Buy	+9,911	New	+$661K	0.04%	468
2024 Q4	–	Sell	-10,091	Closed	-$616K	–	617
2024 Q3	$616K	Buy	+10,091	New	+$600K	0.03%	419
2021 Q2	–	Sell	-1,644	Closed	-$72K	–	2747
2021 Q1	$72K	Buy	1,644 +1,300	+378%	+$51.6K	﹤0.01%	1508
2020 Q4	$14K	Hold	344	–	–	﹤0.01%	1894
2020 Q3	$17K	Sell	344 -4,091	-92%	-$209K	﹤0.01%	1641
2020 Q2	$195K	Buy	4,435 +4,091	+1,189%	+$161K	0.01%	733
2020 Q1	$9K	Hold	344	–	–	﹤0.01%	1658
2019 Q4	$10K	Hold	344	–	–	﹤0.01%	1693
2019 Q3	$9K	Buy	+344	New	+$9.26K	﹤0.01%	1580
2017 Q1	–	Sell	-2,033	Closed	-$45K	–	564
2016 Q4	$45K	Buy	+2,033	New	+$42.4K	0.02%	353

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

Sowell Financial Services's WPM Position: Q2 2026 in Review

Sowell Financial Services increased its Wheaton Precious Metals (WPM) stake by 7.3% in Q2 2026, buying an estimated $38.8K and bringing the position to 4,373 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #657.

Sowell Financial Services first reported a position in WPM in Q4 2016 and has held it in 15 quarters since. The position peaked at $769K in Q1 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Sowell Financial Services held 4,373 shares of Wheaton Precious Metals worth $491K as of Q2 2026.
Sowell Financial Services bought 298 Wheaton Precious Metals shares in Q2 2026, an estimated $38.8K.
Wheaton Precious Metals made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #657 holding.
Sowell Financial Services first reported a position in Wheaton Precious Metals in Q4 2016 and has held it in 15 quarters since.
Sowell Financial Services's Wheaton Precious Metals position peaked at $769K in Q1 2025.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.