Woodward Diversified Capital’s Wheaton Precious Metals WPM Stock Holding History

Woodward Diversified Capital’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	$472K	Hold	4,200	–	–	0.21%	111
2026 Q1	$640K	Hold	4,200	–	–	0.29%	87
2025 Q4	$494K	Hold	4,200	–	–	0.23%	98
2025 Q3	$470K	Hold	4,200	–	–	0.22%	110
2025 Q2	$377K	Buy	+4,200	New	+$354K	0.19%	112
2024 Q4	–	Sell	-4,200	Closed	-$257K	–	169
2024 Q3	$257K	Hold	4,200	–	–	0.16%	138
2024 Q2	$220K	Buy	+4,200	New	+$225K	0.13%	146
2024 Q1	–	Sell	-4,200	Closed	-$207K	–	166
2023 Q4	$207K	Buy	+4,200	New	+$190K	0.13%	146
2023 Q2	–	Sell	-4,200	Closed	-$202K	–	160
2023 Q1	$202K	Buy	+4,200	New	+$184K	0.16%	131

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Woodward Diversified Capital's WPM Position: Q2 2026 in Review

Woodward Diversified Capital held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 4,200 shares worth $472K. The position accounts for 0.21% of the portfolio, ranked #111.

Woodward Diversified Capital first reported a position in WPM in Q1 2023 and has held it in 9 quarters since. The position peaked at $640K in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Woodward Diversified Capital held 4,200 shares of Wheaton Precious Metals worth $472K as of Q2 2026.
Woodward Diversified Capital left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up 0.21% of Woodward Diversified Capital's portfolio in Q2 2026, its #111 holding.
Woodward Diversified Capital first reported a position in Wheaton Precious Metals in Q1 2023 and has held it in 9 quarters since.
Woodward Diversified Capital's Wheaton Precious Metals position peaked at $640K in Q1 2026.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.