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 Q2	–	Sell	-322	Closed	-$42.2K	–	2221
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 $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

Twin Peaks Wealth Advisors's WPM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Wheaton Precious Metals (WPM) in Q2 2026, closing a stake of 322 shares — an estimated $42.2K sold.

Twin Peaks Wealth Advisors first reported a position in WPM in Q2 2025 and held it in 2 quarters. The position peaked at $42.2K in Q1 2026. 853 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Wheaton Precious Metals position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 322 Wheaton Precious Metals shares in Q2 2026, an estimated $42.2K.
Twin Peaks Wealth Advisors first reported a position in Wheaton Precious Metals in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Wheaton Precious Metals position peaked at $42.2K in Q1 2026.
853 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.