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Wilkerson Advisory Group’s Wheaton Precious Metals WPM Stock Holding History

Wilkerson 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
Q2 		$1.12K Hold
10
– – ﹤0.01% 575
2026
Q1 		$1.31K Buy
+10
New +$1.39K ﹤0.01% 559

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Wilkerson Advisory Group held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 10 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Wilkerson Advisory Group first reported a position in WPM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.31K in Q1 2026. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Wilkerson Advisory Group held 10 shares of Wheaton Precious Metals worth $1.12K as of Q2 2026.
  • Wilkerson Advisory Group left its Wheaton Precious Metals share count unchanged in Q2 2026.
  • Wheaton Precious Metals made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #575 holding.
  • Wilkerson Advisory Group first reported a position in Wheaton Precious Metals in Q1 2026 and has held it in 2 quarters since.
  • Wilkerson Advisory Group's Wheaton Precious Metals position peaked at $1.31K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

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