Stegent Equity Advisors’s Wheaton Precious Metals WPM Stock Holding History

Stegent Equity Advisors’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	$303K	Hold	2,701	–	–	0.22%	89
2026 Q1	$354K	Hold	2,701	–	–	0.3%	79
2025 Q4	$317K	Sell	2,701 -1,128	-29%	-$121K	0.25%	94
2025 Q3	$428K	Sell	3,829 -3,217	-46%	-$314K	0.35%	76
2025 Q2	$633K	Buy	7,046 +4,345	+161%	+$366K	0.56%	53
2025 Q1	$210K	Buy	+2,701	New	+$180K	0.21%	95
2022 Q2	–	Sell	-5,301	Closed	-$252K	–	104
2022 Q1	$252K	Sell	5,301 -375	-7%	-$16.3K	0.21%	85
2021 Q4	$243K	Buy	+5,676	New	+$234K	0.2%	94

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 $59.9B AUM 27.01% 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

Stegent Equity Advisors's WPM Position: Q2 2026 in Review

Stegent Equity Advisors held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 2,701 shares worth $303K. The position accounts for 0.22% of the portfolio, ranked #89.

Stegent Equity Advisors first reported a position in WPM in Q4 2021 and has held it in 8 quarters since. The position peaked at $633K in Q2 2025. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Stegent Equity Advisors held 2,701 shares of Wheaton Precious Metals worth $303K as of Q2 2026.
Stegent Equity Advisors left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up 0.22% of Stegent Equity Advisors's portfolio in Q2 2026, its #89 holding.
Stegent Equity Advisors first reported a position in Wheaton Precious Metals in Q4 2021 and has held it in 8 quarters since.
Stegent Equity Advisors's Wheaton Precious Metals position peaked at $633K in Q2 2025.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.