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

Valeo 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 		$322K Sell
2,866
-698
-20% -$90.8K 0.01% 604
2026
Q1 		$467K Sell
3,564
-1,153
-24% -$160K 0.01% 433
2025
Q4 		$554K Buy
4,717
+254
+6% +$27.2K 0.01% 434
2025
Q3 		$499K Hold
4,463
– – 0.01% 464
2025
Q2 		$401K Buy
4,463
+41
+0.9% +$3.45K 0.01% 501
2025
Q1 		$343K Hold
4,422
– – 0.01% 501
2024
Q4 		$249K Sell
4,422
-1
-0% -$62 0.01% 600
2024
Q3 		$270K Buy
+4,423
New +$263K 0.01% 562
2021
Q2 		– Sell
-2,950
Closed -$113K – 1840
2021
Q1 		$113K Buy
2,950
+1,000
+51% +$39.7K 0.01% 580
2020
Q4 		$81K Buy
1,950
+1,148
+143% +$51.3K ﹤0.01% 628
2020
Q3 		$39K Sell
802
-200
-20% -$10.2K ﹤0.01% 731
2020
Q2 		$44K Buy
1,002
+35
+4% +$1.38K ﹤0.01% 783
2020
Q1 		$30K Buy
967
+73
+8% +$2.11K ﹤0.01% 773
2019
Q4 		$27K Hold
894
– – ﹤0.01% 852
2019
Q3 		$23K Hold
894
– – ﹤0.01% 816
2019
Q2 		$22K Buy
894
+58
+7% +$1.29K ﹤0.01% 824
2019
Q1 		$20K Sell
836
-500
-37% -$10.6K ﹤0.01% 797
2018
Q4 		$26K Sell
1,336
-250
-16% -$4.26K ﹤0.01% 637
2018
Q3 		$26K Hold
1,586
– – ﹤0.01% 695
2018
Q2 		$32K Hold
1,586
– – ﹤0.01% 643
2018
Q1 		$32K Hold
1,586
– – 0.01% 597
2017
Q4 		$35K Buy
1,586
+800
+102% +$16.7K 0.01% 548
2017
Q3 		$15K Buy
+786
New +$15.5K ﹤0.01% 620

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

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

Valeo Financial Advisors reduced its Wheaton Precious Metals (WPM) stake by 20% in Q2 2026, selling an estimated $90.8K and leaving 2,866 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #604.

Valeo Financial Advisors first reported a position in WPM in Q3 2017 and has held it in 23 quarters since. The position peaked at $554K in Q4 2025. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Valeo Financial Advisors held 2,866 shares of Wheaton Precious Metals worth $322K as of Q2 2026.
  • Valeo Financial Advisors sold 698 Wheaton Precious Metals shares in Q2 2026, an estimated $90.8K.
  • Wheaton Precious Metals made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #604 holding.
  • Valeo Financial Advisors first reported a position in Wheaton Precious Metals in Q3 2017 and has held it in 23 quarters since.
  • Valeo Financial Advisors's Wheaton Precious Metals position peaked at $554K in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.