Wealth Preservation Advisors’s Wheaton Precious Metals WPM Stock Holding History

Wealth Preservation 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 Q1	$63.8K	Hold	487	–	–	0.05%	145
2025 Q4	$57.2K	Hold	487	–	–	0.03%	190
2025 Q3	$54.5K	Hold	487	–	–	0.03%	182
2025 Q2	$43.7K	Hold	487	–	–	0.03%	195
2025 Q1	$37.8K	Buy	+487	New	+$32.5K	0.03%	202

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wealth Preservation Advisors's WPM Position: Q1 2026 in Review

Wealth Preservation Advisors held its Wheaton Precious Metals (WPM) position steady in Q1 2026 at 487 shares worth $63.8K. The position accounts for 0.05% of the portfolio, ranked #145.

Wealth Preservation Advisors first reported a position in WPM in Q1 2025 and has held it in 5 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Wealth Preservation Advisors held 487 shares of Wheaton Precious Metals worth $63.8K as of Q1 2026.
Wealth Preservation Advisors left its Wheaton Precious Metals share count unchanged in Q1 2026.
Wheaton Precious Metals made up 0.05% of Wealth Preservation Advisors's portfolio in Q1 2026, its #145 holding.
Wealth Preservation Advisors first reported a position in Wheaton Precious Metals in Q1 2025 and has held it in 5 quarters since.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.