Total Wealth Planning & Management’s Wheaton Precious Metals WPM Stock Holding History

Total Wealth Planning & 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	$461K	Hold	4,107	–	–	0.31%	113
2026 Q1	$538K	Hold	4,107	–	–	0.4%	84
2025 Q4	$483K	Buy	+4,107	New	+$440K	0.36%	85
2025 Q2	$383K	Sell	4,265 -20	-0.5%	-$1.68K	0.31%	122
2025 Q1	$333K	Sell	4,285 -50	-1%	-$3.34K	0.32%	117
2024 Q4	$244K	Buy	+4,335	New	+$269K	0.22%	162

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

Total Wealth Planning & Management's WPM Position: Q2 2026 in Review

Total Wealth Planning & Management held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 4,107 shares worth $461K. The position accounts for 0.31% of the portfolio, ranked #113.

Total Wealth Planning & Management first reported a position in WPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $538K in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Total Wealth Planning & Management held 4,107 shares of Wheaton Precious Metals worth $461K as of Q2 2026.
Total Wealth Planning & Management left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up 0.31% of Total Wealth Planning & Management's portfolio in Q2 2026, its #113 holding.
Total Wealth Planning & Management first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 6 quarters since.
Total Wealth Planning & Management's Wheaton Precious Metals position peaked at $538K in Q1 2026.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.