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

Wealth Alliance Advisory Group’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 Q3	$405K	Hold	3,025	–	–	0.06%	132
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

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

GIM

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

KPPF

Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return

Wealth Alliance Advisory Group's WPM Position: Q3 2026 in Review

Wealth Alliance Advisory Group held its Wheaton Precious Metals (WPM) position steady in Q3 2026 at 3,025 shares worth $405K. The position accounts for 0.06% of the portfolio, ranked #132.

Wealth Alliance Advisory Group first reported a position in WPM in Q1 2025 and has held it in 7 quarters since. 83 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

Wealth Alliance Advisory Group held 3,025 shares of Wheaton Precious Metals worth $405K as of Q3 2026.
Wealth Alliance Advisory Group left its Wheaton Precious Metals share count unchanged in Q3 2026.
Wheaton Precious Metals made up 0.06% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #132 holding.
Wealth Alliance Advisory Group first reported a position in Wheaton Precious Metals in Q1 2025 and has held it in 7 quarters since.
83 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.