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Williamson Legacy Group’s Wheaton Precious Metals WPM Stock Holding History

Williamson Legacy 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 		– Sell
-5,256
Closed -$689K – 105
2026
Q1 		$689K Sell
5,256
-20
-0.4% -$2.78K 0.52% 65
2025
Q4 		$620K Sell
5,276
-8,731
-62% -$935K 0.48% 75
2025
Q3 		$1.57M Buy
14,007
+771
+6% +$75.3K 1.21% 30
2025
Q2 		$1.19M Buy
+13,236
New +$1.11M 1% 48

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

Williamson Legacy Group's WPM Position: Q2 2026 in Review

Williamson Legacy Group sold out of Wheaton Precious Metals (WPM) in Q2 2026, closing a stake of 5,256 shares — an estimated $689K sold.

Williamson Legacy Group first reported a position in WPM in Q2 2025 and held it in 4 quarters. The position peaked at $1.57M in Q3 2025. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Williamson Legacy Group reported no remaining Wheaton Precious Metals position as of Q2 2026 after selling out during the quarter.
  • Williamson Legacy Group sold 5,256 Wheaton Precious Metals shares in Q2 2026, an estimated $689K.
  • Williamson Legacy Group first reported a position in Wheaton Precious Metals in Q2 2025 and held it in 4 quarters.
  • Williamson Legacy Group's Wheaton Precious Metals position peaked at $1.57M in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.