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 Q2	$1.2M	Hold	10,656	–	–	0.03%	378
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 $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

WCG Wealth Advisors's WPM Position: Q2 2026 in Review

WCG Wealth Advisors held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 10,656 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #378.

WCG Wealth Advisors first reported a position in WPM in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.4M in Q1 2026. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

WCG Wealth Advisors held 10,656 shares of Wheaton Precious Metals worth $1.2M as of Q2 2026.
WCG Wealth Advisors left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #378 holding.
WCG Wealth Advisors first reported a position in Wheaton Precious Metals in Q3 2023 and has held it in 5 quarters since.
WCG Wealth Advisors's Wheaton Precious Metals position peaked at $1.4M in Q1 2026.
854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

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