Wealth Alliance Advisory Group’s Wheaton Precious Metals WPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$340K Hold
3,025
0.05% 146
2026
Q1
$396K Hold
3,025
0.06% 137
2025
Q4
$355K Hold
3,025
0.06% 142
2025
Q3
$338K Hold
3,025
0.06% 145
2025
Q2
$272K Hold
3,025
0.05% 157
2025
Q1
$235K Buy
+3,025
New +$202K 0.05% 170

Other funds holding WPM

Wealth Alliance Advisory Group's WPM Position: Q2 2026 in Review

Wealth Alliance Advisory Group held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 3,025 shares worth $340K. The position accounts for 0.05% of the portfolio, ranked #146.

Wealth Alliance Advisory Group first reported a position in WPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $396K in Q1 2026. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Wealth Alliance Advisory Group held 3,025 shares of Wheaton Precious Metals worth $340K as of Q2 2026.
  • Wealth Alliance Advisory Group left its Wheaton Precious Metals share count unchanged in Q2 2026.
  • Wheaton Precious Metals made up 0.05% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #146 holding.
  • Wealth Alliance Advisory Group first reported a position in Wheaton Precious Metals in Q1 2025 and has held it in 6 quarters since.
  • Wealth Alliance Advisory Group's Wheaton Precious Metals position peaked at $396K in Q1 2026.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.