Sowell Financial Services LLC

Position in WPM — Wheaton Precious Metals Corp.

CIK 1633697 NORTH LITTLE ROCK, AR

Position in WPM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$491,175

-$42,690 QoQ

Shares Held

4,373

+7.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#521

of 849 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

Sowell Financial Services LLC holds $7,956,582 across 11 Gold names. WPM ranks #5 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEM	NEWMONT Corp /DE/	21,457	$2,004,083
2	CDE	Coeur Mining, Inc.	106,251	$1,734,016
3	PAAS	Pan American Silver Corp	29,511	$1,321,797
4	AGI	Alamos Gold Inc	24,548	$744,786
5	WPM	Wheaton Precious Metals Corp. This page	4,373	$491,175
6	KGC	Kinross Gold Corp	15,636	$369,322
7	NG	Novagold Resources Inc	50,300	$300,291
8	RGLD	Royal Gold Inc	1,447	$288,835

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$491,175	4,373	+7.3%	Shares	Sole	2026-07-20
2026-03-31	$533,865	4,075	-3.8%	Shares	Sole	2026-04-20
2025-12-31	$497,814	4,236	-1.8%	Shares	Sole	2026-01-21
2025-09-30	$482,254	4,312	+0.1%	Shares	Sole	2025-10-17
2025-06-30	$386,948	4,309	-56.5%	Shares	Sole	2025-07-14
2025-03-31	$769,390	9,911	-1.8%	Shares	Sole	2025-04-17
2024-09-30	$616,358	10,091	+513.8%	Shares	Sole	2024-10-04
2021-03-31	$62,817	1,644	+377.9%	Shares	Sole	2021-05-07
2020-12-31	$14,358	344	0.0%	Shares	Sole	2021-01-13
2020-09-30	$16,880	344	-92.2%	Shares	Sole	2020-11-12
2020-06-30	$195,361	4,435	+1189.2%	Shares	Sole	2020-08-13
2020-03-31	$9,470	344	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.