Summit Financial’s Wheaton Precious Metals WPM Stock Holding History

Summit Financial’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	$27.3M	Buy	242,785 +1,396	+0.6%	+$182K	0.3%	65
2026 Q1	$31.7M	Sell	241,389 -66,586	-22%	-$9.26M	0.4%	42
2025 Q4	$36.2M	Sell	307,975 -14,978	-5%	-$1.6M	0.53%	28
2025 Q3	$36.1M	Buy	322,953 +32,282	+11%	+$3.15M	0.55%	28
2025 Q2	$26.1M	Sell	290,671 -36,412	-11%	-$3.07M	0.59%	29
2025 Q1	$25.4M	Sell	327,083 -44,491	-12%	-$2.97M	0.71%	26
2024 Q4	$20.9M	Buy	371,574 +27,423	+8%	+$1.7M	0.73%	20
2024 Q3	$21M	Buy	344,151 +36,213	+12%	+$2.15M	0.82%	19
2024 Q2	$16.1M	Buy	307,938 +86,882	+39%	+$4.65M	0.74%	19
2024 Q1	$10.4M	Buy	221,056 +53,585	+32%	+$2.42M	0.62%	21
2023 Q4	$8.26M	Buy	167,471 +17,533	+12%	+$793K	0.54%	24
2023 Q3	$6.08M	Buy	+149,938	New	+$6.47M	0.45%	29

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

Summit Financial's WPM Position: Q2 2026 in Review

Summit Financial increased its Wheaton Precious Metals (WPM) stake by 0.58% in Q2 2026, buying an estimated $182K and bringing the position to 242,785 shares worth $27.3M. The position accounts for 0.3% of the portfolio, ranked #65.

Summit Financial first reported a position in WPM in Q3 2023 and has held it in 12 quarters since. The position peaked at $36.2M in Q4 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Summit Financial held 242,785 shares of Wheaton Precious Metals worth $27.3M as of Q2 2026.
Summit Financial bought 1,396 Wheaton Precious Metals shares in Q2 2026, an estimated $182K.
Wheaton Precious Metals made up 0.3% of Summit Financial's portfolio in Q2 2026, its #65 holding.
Summit Financial first reported a position in Wheaton Precious Metals in Q3 2023 and has held it in 12 quarters since.
Summit Financial's Wheaton Precious Metals position peaked at $36.2M in Q4 2025.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.