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

TrustWell 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 		$349K Buy
3,106
+354
+13% +$46.1K 0.3% 57
2026
Q1 		$361K Buy
+2,752
New +$383K 0.34% 53

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

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

TrustWell Financial Advisors increased its Wheaton Precious Metals (WPM) stake by 13% in Q2 2026, buying an estimated $46.1K and bringing the position to 3,106 shares worth $349K. The position accounts for 0.3% of the portfolio, ranked #57.

TrustWell Financial Advisors first reported a position in WPM in Q1 2026 and has held it in 2 quarters since. The position peaked at $361K in Q1 2026. 849 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • TrustWell Financial Advisors held 3,106 shares of Wheaton Precious Metals worth $349K as of Q2 2026.
  • TrustWell Financial Advisors bought 354 Wheaton Precious Metals shares in Q2 2026, an estimated $46.1K.
  • Wheaton Precious Metals made up 0.3% of TrustWell Financial Advisors's portfolio in Q2 2026, its #57 holding.
  • TrustWell Financial Advisors first reported a position in Wheaton Precious Metals in Q1 2026 and has held it in 2 quarters since.
  • TrustWell Financial Advisors's Wheaton Precious Metals position peaked at $361K in Q1 2026.
  • 849 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.