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

Wealth Enhancement Trust 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 		$1.66M Buy
14,802
+1,300
+10% +$169K 0.18% 107
2026
Q1 		$1.77M Sell
13,502
-401
-3% -$55.8K 0.21% 96
2025
Q4 		$1.63M Buy
+13,903
New +$1.49M 0.21% 92

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Wheaton Precious Metals (WPM) stake by 9.6% in Q2 2026, buying an estimated $169K and bringing the position to 14,802 shares worth $1.66M. The position accounts for 0.18% of the portfolio, ranked #107.

Wealth Enhancement Trust Services first reported a position in WPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.77M in Q1 2026. 600 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Wealth Enhancement Trust Services held 14,802 shares of Wheaton Precious Metals worth $1.66M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 1,300 Wheaton Precious Metals shares in Q2 2026, an estimated $169K.
  • Wheaton Precious Metals made up 0.18% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #107 holding.
  • Wealth Enhancement Trust Services first reported a position in Wheaton Precious Metals in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Wheaton Precious Metals position peaked at $1.77M in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

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