Wealth Enhancement Advisory Services’s Wheaton Precious Metals WPM Stock Holding History

Wealth Enhancement Advisory Services’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	$4.73M	Sell	42,953 -550	-1%	-$71.6K	0.01%	1046
2026 Q1	$5.9M	Sell	43,503 -16,092	-27%	-$2.24M	0.01%	823
2025 Q4	$7.48M	Buy	59,595 +1,571	+3%	+$168K	0.01%	822
2025 Q3	$6.29M	Buy	58,024 +2,109	+4%	+$206K	0.01%	841
2025 Q2	$5.06M	Sell	55,915 -822	-1%	-$69.2K	0.01%	892
2025 Q1	$4.4M	Sell	56,737 -1,310	-2%	-$87.4K	0.01%	880
2024 Q4	$3.26M	Buy	58,047 +7,265	+14%	+$450K	0.01%	958
2024 Q3	$3.1M	Buy	50,782 +11,064	+28%	+$658K	0.01%	879
2024 Q2	$2.08M	Buy	39,718 +1,444	+4%	+$77.2K	﹤0.01%	967
2024 Q1	$1.8M	Buy	38,274 +3,120	+9%	+$141K	﹤0.01%	986
2023 Q4	$1.73M	Buy	35,154 +646	+2%	+$29.2K	0.01%	948
2023 Q3	$1.4M	Buy	+34,508	New	+$1.49M	﹤0.01%	980

Other funds holding WPM

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

PIMJS

PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Wealth Enhancement Advisory Services's WPM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Wheaton Precious Metals (WPM) stake by 1.3% in Q2 2026, selling an estimated $71.6K and leaving 42,953 shares worth $4.73M. The position accounts for 0.01% of the portfolio, ranked #1046.

Wealth Enhancement Advisory Services first reported a position in WPM in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.48M in Q4 2025. 157 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Wealth Enhancement Advisory Services held 42,953 shares of Wheaton Precious Metals worth $4.73M as of Q2 2026.
Wealth Enhancement Advisory Services sold 550 Wheaton Precious Metals shares in Q2 2026, an estimated $71.6K.
Wheaton Precious Metals made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1046 holding.
Wealth Enhancement Advisory Services first reported a position in Wheaton Precious Metals in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Wheaton Precious Metals position peaked at $7.48M in Q4 2025.
157 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.