XML Financial’s Wheaton Precious Metals WPM Stock Holding History

XML Financial’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	$1.39M	Buy	12,386 +414	+3%	+$53.9K	0.1%	161
2026 Q1	$1.57M	Buy	11,972 +1,175	+11%	+$163K	0.13%	143
2025 Q4	$1.27M	Buy	10,797 +911	+9%	+$97.5K	0.1%	159
2025 Q3	$1.11M	Buy	9,886 +1,657	+20%	+$162K	0.09%	173
2025 Q2	$739K	Sell	8,229 -393	-5%	-$33.1K	0.06%	202
2025 Q1	$669K	Buy	8,622 +425	+5%	+$28.4K	0.06%	195
2024 Q4	$461K	Buy	+8,197	New	+$508K	0.04%	235
2020 Q3	–	Sell	-10,099	Closed	-$445K	–	209
2020 Q2	$445K	Sell	10,099 -6,864	-40%	-$270K	0.15%	108
2020 Q1	$467K	Sell	16,963 -346	-2%	-$10K	0.2%	97
2019 Q4	$515K	Buy	+17,309	New	+$473K	0.19%	99

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

XML Financial's WPM Position: Q2 2026 in Review

XML Financial increased its Wheaton Precious Metals (WPM) stake by 3.5% in Q2 2026, buying an estimated $53.9K and bringing the position to 12,386 shares worth $1.39M. The position accounts for 0.1% of the portfolio, ranked #161.

XML Financial first reported a position in WPM in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.57M in Q1 2026. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

XML Financial held 12,386 shares of Wheaton Precious Metals worth $1.39M as of Q2 2026.
XML Financial bought 414 Wheaton Precious Metals shares in Q2 2026, an estimated $53.9K.
Wheaton Precious Metals made up 0.1% of XML Financial's portfolio in Q2 2026, its #161 holding.
XML Financial first reported a position in Wheaton Precious Metals in Q4 2019 and has held it in 10 quarters since.
XML Financial's Wheaton Precious Metals position peaked at $1.57M in Q1 2026.
854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.