WCG Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

WCG 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	$1.4M	Sell	10,656 -672	-6%	-$93.5K	0.04%	326
2025 Q4	$1.33M	Buy	+11,328	New	+$1.21M	0.04%	317
2024 Q1	–	Sell	-10,089	Closed	-$498K	–	312
2023 Q4	$498K	Sell	10,089 -1	-0%	-$45	0.04%	249
2023 Q3	$415K	Buy	+10,090	New	+$435K	0.03%	250

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

WCG Wealth Advisors's WPM Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Wheaton Precious Metals (WPM) stake by 5.9% in Q1 2026, selling an estimated $93.5K and leaving 10,656 shares worth $1.4M. The position accounts for 0.04% of the portfolio, ranked #326.

WCG Wealth Advisors first reported a position in WPM in Q3 2023 and has held it in 4 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

WCG Wealth Advisors held 10,656 shares of Wheaton Precious Metals worth $1.4M as of Q1 2026.
WCG Wealth Advisors sold 672 Wheaton Precious Metals shares in Q1 2026, an estimated $93.5K.
Wheaton Precious Metals made up 0.04% of WCG Wealth Advisors's portfolio in Q1 2026, its #326 holding.
WCG Wealth Advisors first reported a position in Wheaton Precious Metals in Q3 2023 and has held it in 4 quarters since.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.