Transcend Capital Advisors’s Wheaton Precious Metals WPM Stock Holding History

Transcend Capital 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	$906K	Buy	8,067 +1,232	+18%	+$160K	0.06%	294
2026 Q1	$895K	Buy	6,835 +2,103	+44%	+$292K	0.07%	254
2025 Q4	$556K	Buy	4,732 +330	+7%	+$35.3K	0.04%	342
2025 Q3	$492K	Buy	4,402 +2,074	+89%	+$203K	0.03%	376
2025 Q2	$209K	Buy	+2,328	New	+$196K	0.02%	574
2022 Q3	–	Sell	-22,452	Closed	-$809K	–	524
2022 Q2	$809K	Sell	22,452 -22,386	-50%	-$972K	0.08%	228
2022 Q1	$2.13M	Sell	44,838 -3,640	-8%	-$158K	0.19%	128
2021 Q4	$2.08M	Buy	48,478 +7,082	+17%	+$292K	0.18%	133
2021 Q3	$1.71M	Buy	+41,396	New	+$1.81M	0.15%	149

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

Transcend Capital Advisors's WPM Position: Q2 2026 in Review

Transcend Capital Advisors increased its Wheaton Precious Metals (WPM) stake by 18% in Q2 2026, buying an estimated $160K and bringing the position to 8,067 shares worth $906K. The position accounts for 0.06% of the portfolio, ranked #294.

Transcend Capital Advisors first reported a position in WPM in Q3 2021 and has held it in 9 quarters since. The position peaked at $2.13M in Q1 2022. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Transcend Capital Advisors held 8,067 shares of Wheaton Precious Metals worth $906K as of Q2 2026.
Transcend Capital Advisors bought 1,232 Wheaton Precious Metals shares in Q2 2026, an estimated $160K.
Wheaton Precious Metals made up 0.06% of Transcend Capital Advisors's portfolio in Q2 2026, its #294 holding.
Transcend Capital Advisors first reported a position in Wheaton Precious Metals in Q3 2021 and has held it in 9 quarters since.
Transcend Capital Advisors's Wheaton Precious Metals position peaked at $2.13M in Q1 2022.
854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.