Waverly Advisors’s Wheaton Precious Metals WPM Stock Holding History

Waverly 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	$1.03M	Buy	9,161 +5,989	+189%	+$779K	0.01%	888
2026 Q1	$416K	Buy	+3,172	New	+$441K	﹤0.01%	1163
2014 Q3	–	Sell	-240	Closed	-$6K	–	790
2014 Q2	$6K	Sell	240 -1,065	-82%	-$23.9K	﹤0.01%	564
2014 Q1	$30K	Buy	+1,305	New	+$30.8K	0.01%	276

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

Waverly Advisors's WPM Position: Q2 2026 in Review

Waverly Advisors increased its Wheaton Precious Metals (WPM) stake by 189% in Q2 2026, buying an estimated $779K and bringing the position to 9,161 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #888.

Waverly Advisors first reported a position in WPM in Q1 2014 and has held it in 4 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Waverly Advisors held 9,161 shares of Wheaton Precious Metals worth $1.03M as of Q2 2026.
Waverly Advisors bought 5,989 Wheaton Precious Metals shares in Q2 2026, an estimated $779K.
Wheaton Precious Metals made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #888 holding.
Waverly Advisors first reported a position in Wheaton Precious Metals in Q1 2014 and has held it in 4 quarters since.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.