Synergy Asset Management’s Wheaton Precious Metals WPM Stock Holding History

Synergy Asset 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	$482K	Buy	4,293 +95	+2%	+$12.4K	0.05%	161
2026 Q1	$550K	Sell	4,198 -56	-1%	-$7.79K	0.06%	146
2025 Q4	$500K	Sell	4,254 -8,708	-67%	-$932K	0.05%	130
2025 Q3	$1.26M	Buy	12,962 +8,608	+198%	+$841K	0.05%	160
2025 Q2	$391K	Buy	4,354 +1,304	+43%	+$110K	0.04%	135
2025 Q1	$237K	Buy	+3,050	New	+$204K	0.03%	158

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

Synergy Asset Management's WPM Position: Q2 2026 in Review

Synergy Asset Management increased its Wheaton Precious Metals (WPM) stake by 2.3% in Q2 2026, buying an estimated $12.4K and bringing the position to 4,293 shares worth $482K. The position accounts for 0.05% of the portfolio, ranked #161.

Synergy Asset Management first reported a position in WPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.26M in Q3 2025. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Synergy Asset Management held 4,293 shares of Wheaton Precious Metals worth $482K as of Q2 2026.
Synergy Asset Management bought 95 Wheaton Precious Metals shares in Q2 2026, an estimated $12.4K.
Wheaton Precious Metals made up 0.05% of Synergy Asset Management's portfolio in Q2 2026, its #161 holding.
Synergy Asset Management first reported a position in Wheaton Precious Metals in Q1 2025 and has held it in 6 quarters since.
Synergy Asset Management's Wheaton Precious Metals position peaked at $1.26M in Q3 2025.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.