WAG
NEWP

Wilkerson Advisory Group’s New Pacific Metals NEWP Stock Holding History

Wilkerson Advisory Group’s Portfolio NEWP Stock Details NEWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21K Buy
300
+150
+100% +$737 ﹤0.01% 570
2026
Q1 		$621 Buy
+150
New +$609 ﹤0.01% 576

Other funds holding NEWP

HI
Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HP
Hartree Partners New York $469M AUM 46.64% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wilkerson Advisory Group's NEWP Position: Q2 2026 in Review

Wilkerson Advisory Group increased its New Pacific Metals (NEWP) stake by 100% in Q2 2026, buying an estimated $737 and bringing the position to 300 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Wilkerson Advisory Group first reported a position in NEWP in Q1 2026 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold NEWP as of Q2 2026.

  • Wilkerson Advisory Group held 300 shares of New Pacific Metals worth $1.21K as of Q2 2026.
  • Wilkerson Advisory Group bought 150 New Pacific Metals shares in Q2 2026, an estimated $737.
  • New Pacific Metals made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #570 holding.
  • Wilkerson Advisory Group first reported a position in New Pacific Metals in Q1 2026 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held New Pacific Metals as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.