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True Wealth Design’s Wheaton Precious Metals WPM Stock Holding History

True Wealth Design’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 		$5.95K Sell
53
-70
-57% -$9.11K ﹤0.01% 1263
2026
Q1 		$16.1K Buy
123
+70
+132% +$9.73K ﹤0.01% 798
2025
Q4 		$6.23K Hold
53
– – ﹤0.01% 1004
2025
Q3 		$5.93K Buy
53
+41
+342% +$4.01K ﹤0.01% 1016
2025
Q2 		$1.08K Sell
12
-1
-8% -$84 ﹤0.01% 1435
2025
Q1 		$1.01K Hold
13
– – ﹤0.01% 1260
2024
Q4 		$732 Buy
13
+2
+18% +$124 ﹤0.01% 1018
2024
Q3 		$672 Hold
11
– – ﹤0.01% 1045
2024
Q2 		$577 Buy
11
+3
+38% +$160 ﹤0.01% 631
2024
Q1 		$378 Buy
8
+3
+60% +$136 ﹤0.01% 677
2023
Q4 		$247 Hold
5
– – ﹤0.01% 648
2023
Q3 		$203 Hold
5
– – ﹤0.01% 638
2023
Q2 		$217 Hold
5
– – ﹤0.01% 639
2023
Q1 		$241 Hold
5
– – ﹤0.01% 698
2022
Q4 		$195 Buy
+5
New +$181 ﹤0.01% 667

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

True Wealth Design's WPM Position: Q2 2026 in Review

True Wealth Design reduced its Wheaton Precious Metals (WPM) stake by 57% in Q2 2026, selling an estimated $9.11K and leaving 53 shares worth $5.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

True Wealth Design first reported a position in WPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.1K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • True Wealth Design held 53 shares of Wheaton Precious Metals worth $5.95K as of Q2 2026.
  • True Wealth Design sold 70 Wheaton Precious Metals shares in Q2 2026, an estimated $9.11K.
  • Wheaton Precious Metals made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1263 holding.
  • True Wealth Design first reported a position in Wheaton Precious Metals in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Wheaton Precious Metals position peaked at $16.1K in Q1 2026.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.