Turning Point Benefit Group’s Wheaton Precious Metals WPM Stock Holding History

Turning Point Benefit Group’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	$4.5M	Sell	40,224 -16,483	-29%	-$2.14M	1.93%	12
2026 Q1	$5.61M	Buy	56,707 +2,652	+5%	+$369K	3.57%	5
2025 Q4	$6.35M	Buy	54,055 +1,537	+3%	+$165K	3.32%	6
2025 Q3	$5.85M	Sell	52,518 -1,621	-3%	-$158K	3.53%	5
2025 Q2	$4.86M	Sell	54,139 -1,256	-2%	-$106K	3.68%	6
2025 Q1	$3.92M	Sell	55,395 -2,577	-4%	-$172K	3.66%	5
2024 Q4	$3.25M	Buy	+57,972	New	+$3.59M	3.09%	6

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

Turning Point Benefit Group's WPM Position: Q2 2026 in Review

Turning Point Benefit Group reduced its Wheaton Precious Metals (WPM) stake by 29% in Q2 2026, selling an estimated $2.14M and leaving 40,224 shares worth $4.5M. The position accounts for 1.93% of the portfolio, ranked #12.

Turning Point Benefit Group first reported a position in WPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.35M in Q4 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Turning Point Benefit Group held 40,224 shares of Wheaton Precious Metals worth $4.5M as of Q2 2026.
Turning Point Benefit Group sold 16,483 Wheaton Precious Metals shares in Q2 2026, an estimated $2.14M.
Wheaton Precious Metals made up 1.93% of Turning Point Benefit Group's portfolio in Q2 2026, its #12 holding.
Turning Point Benefit Group first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 7 quarters since.
Turning Point Benefit Group's Wheaton Precious Metals position peaked at $6.35M in Q4 2025.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.