Twin Peaks Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

Twin Peaks Wealth 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	$42.2K	Buy	+322	New	+$44.8K	0.01%	469
2025 Q3	–	Sell	-227	Closed	-$21.9K	–	2151
2025 Q2	$21.9K	Buy	+227	New	+$19.1K	0.01%	571

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Twin Peaks Wealth Advisors's WPM Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Wheaton Precious Metals (WPM) in Q1 2026: 322 shares worth $42.2K. The stake represents 0.01% of the portfolio and ranks #469 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in WPM as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in WPM in Q2 2025 and has held it in 2 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Twin Peaks Wealth Advisors held 322 shares of Wheaton Precious Metals worth $42.2K as of Q1 2026.
Wheaton Precious Metals was a new Twin Peaks Wealth Advisors position in Q1 2026.
Wheaton Precious Metals made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #469 holding.
Twin Peaks Wealth Advisors first reported a position in Wheaton Precious Metals in Q2 2025 and has held it in 2 quarters since.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.