RAFFA WEALTH MANAGEMENT, LLC’s Wheaton Precious Metals WPM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$4.38K	Buy	39 +20	+105%	+$2.6K	﹤0.01%	622
2026 Q1	$2.49K	Sell	19 -13	-41%	-$1.81K	﹤0.01%	694
2025 Q4	$3.76K	Hold	32	–	–	﹤0.01%	574
2025 Q3	$3.58K	Buy	32 +11	+52%	+$1.07K	﹤0.01%	557
2025 Q2	$1.89K	Hold	21	–	–	﹤0.01%	703
2025 Q1	$1.63K	Hold	21	–	–	﹤0.01%	686
2024 Q4	$1.18K	Hold	21	–	–	﹤0.01%	826
2024 Q3	$1.28K	Hold	21	–	–	﹤0.01%	771
2024 Q2	$1.1K	Hold	21	–	–	﹤0.01%	873
2024 Q1	$990	Hold	21	–	–	﹤0.01%	900
2023 Q4	$1.04K	Hold	21	–	–	﹤0.01%	813
2023 Q3	$852	Hold	21	–	–	﹤0.01%	829
2023 Q2	$908	Hold	21	–	–	﹤0.01%	823
2023 Q1	$1.01K	Hold	21	–	–	﹤0.01%	784
2022 Q4	$821	Hold	21	–	–	﹤0.01%	833
2022 Q3	$680	Hold	21	–	–	﹤0.01%	932
2022 Q2	$757	Hold	21	–	–	﹤0.01%	908
2022 Q1	$999	Hold	21	–	–	﹤0.01%	861
2021 Q4	$902	Hold	21	–	–	﹤0.01%	910
2021 Q3	$789	Hold	21	–	–	﹤0.01%	926
2021 Q2	$925	Buy	21 +2	+11%	+$89	﹤0.01%	863
2021 Q1	$726	Buy	+19	New	+$754	﹤0.01%	951

Other funds holding WPM

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's WPM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Wheaton Precious Metals (WPM) stake by 105% in Q2 2026, buying an estimated $2.6K and bringing the position to 39 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WPM in Q1 2021 and has held it in 22 quarters since. 260 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 39 shares of Wheaton Precious Metals worth $4.38K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 20 Wheaton Precious Metals shares in Q2 2026, an estimated $2.6K.
Wheaton Precious Metals made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #622 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Wheaton Precious Metals in Q1 2021 and has held it in 22 quarters since.
260 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.