TruWealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

TruWealth 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 Q1	$816K	Sell	6,232 -37	-0.6%	-$5.15K	0.04%	103
2025 Q4	$737K	Buy	6,269 +1,500	+31%	+$161K	0.04%	106
2025 Q3	$533K	Hold	4,769	–	–	0.03%	118
2025 Q2	$428K	Hold	4,769	–	–	0.02%	119
2025 Q1	$370K	Sell	4,769 -309	-6%	-$20.6K	0.02%	116
2024 Q4	$286K	Sell	5,078 -1,221	-19%	-$75.6K	0.02%	129
2024 Q3	$385K	Hold	6,299	–	–	0.02%	114
2024 Q2	$330K	Buy	6,299 +1,221	+24%	+$65.3K	0.02%	126
2024 Q1	$239K	Sell	5,078 -231	-4%	-$10.4K	0.02%	148
2023 Q4	$262K	Hold	5,309	–	–	0.02%	127
2023 Q3	$215K	Hold	5,309	–	–	0.02%	140
2023 Q2	$229K	Hold	5,309	–	–	0.02%	139
2023 Q1	$256K	Hold	5,309	–	–	0.02%	131
2022 Q4	$207K	Buy	+5,309	New	+$192K	0.02%	132
2022 Q2	–	Sell	-6,260	Closed	-$298K	–	147
2022 Q1	$298K	Buy	6,260 +573	+10%	+$24.9K	0.03%	95
2021 Q4	$244K	Hold	5,687	–	–	0.02%	110
2021 Q3	$214K	Sell	5,687 -583	-9%	-$25.4K	0.02%	110
2021 Q2	$276K	Buy	6,270 +583	+10%	+$25.9K	0.03%	95
2021 Q1	$217K	Hold	5,687	–	–	0.03%	105
2020 Q4	$237K	Buy	+5,687	New	+$254K	0.04%	96

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 $59.9B AUM 27.01% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TruWealth Advisors's WPM Position: Q1 2026 in Review

TruWealth Advisors reduced its Wheaton Precious Metals (WPM) stake by 0.59% in Q1 2026, selling an estimated $5.15K and leaving 6,232 shares worth $816K. The position accounts for 0.04% of the portfolio, ranked #103.

TruWealth Advisors first reported a position in WPM in Q4 2020 and has held it in 20 quarters since. 858 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

TruWealth Advisors held 6,232 shares of Wheaton Precious Metals worth $816K as of Q1 2026.
TruWealth Advisors sold 37 Wheaton Precious Metals shares in Q1 2026, an estimated $5.15K.
Wheaton Precious Metals made up 0.04% of TruWealth Advisors's portfolio in Q1 2026, its #103 holding.
TruWealth Advisors first reported a position in Wheaton Precious Metals in Q4 2020 and has held it in 20 quarters since.
858 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.