ZF
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Zhang Financial’s Wheaton Precious Metals WPM Stock Holding History

Zhang 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 		$355K Sell
3,165
-50
-2% -$6.5K 0.01% 312
2026
Q1 		$421K Buy
3,215
+151
+5% +$21K 0.01% 269
2025
Q4 		$360K Hold
3,064
– – 0.01% 250
2025
Q3 		$343K Buy
+3,064
New +$299K 0.01% 248

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 $59.9B AUM 27.01% 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

Zhang Financial's WPM Position: Q2 2026 in Review

Zhang Financial reduced its Wheaton Precious Metals (WPM) stake by 1.6% in Q2 2026, selling an estimated $6.5K and leaving 3,165 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #312.

Zhang Financial first reported a position in WPM in Q3 2025 and has held it in 4 quarters since. The position peaked at $421K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Zhang Financial held 3,165 shares of Wheaton Precious Metals worth $355K as of Q2 2026.
  • Zhang Financial sold 50 Wheaton Precious Metals shares in Q2 2026, an estimated $6.5K.
  • Wheaton Precious Metals made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #312 holding.
  • Zhang Financial first reported a position in Wheaton Precious Metals in Q3 2025 and has held it in 4 quarters since.
  • Zhang Financial's Wheaton Precious Metals position peaked at $421K in Q1 2026.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.