Transamerica Financial Advisors’s Wheaton Precious Metals WPM Stock Holding History

Transamerica Financial 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	$6.3K	Buy	56 +8	+17%	+$1.04K	﹤0.01%	1078
2026 Q1	$6.3K	Sell	48 -149	-76%	-$20.7K	﹤0.01%	1002
2025 Q4	$23.2K	Buy	+197	New	+$21.1K	﹤0.01%	685
2017 Q1	–	Sell	-87	Closed	-$2K	–	434
2016 Q4	$2K	Sell	87 -119	-58%	-$2.48K	﹤0.01%	314
2016 Q3	$6K	Buy	+206	New	+$5.67K	﹤0.01%	278

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

Transamerica Financial Advisors's WPM Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Wheaton Precious Metals (WPM) stake by 17% in Q2 2026, buying an estimated $1.04K and bringing the position to 56 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Transamerica Financial Advisors first reported a position in WPM in Q3 2016 and has held it in 5 quarters since. The position peaked at $23.2K in Q4 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Transamerica Financial Advisors held 56 shares of Wheaton Precious Metals worth $6.3K as of Q2 2026.
Transamerica Financial Advisors bought 8 Wheaton Precious Metals shares in Q2 2026, an estimated $1.04K.
Wheaton Precious Metals made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1078 holding.
Transamerica Financial Advisors first reported a position in Wheaton Precious Metals in Q3 2016 and has held it in 5 quarters since.
Transamerica Financial Advisors's Wheaton Precious Metals position peaked at $23.2K in Q4 2025.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.