TRANSCEND CAPITAL ADVISORS, LLC

Position in WPM — Wheaton Precious Metals Corp.

CIK 1776082 MADISON, NJ

Position in WPM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$906,085

+$10,632 QoQ

Shares Held

8,067

+18.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#432

of 850 holders

Holding Since

Sep 2021

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $3,755,528 across 4 Gold names. WPM ranks #2 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEM	NEWMONT Corp /DE/	18,114	$1,691,847
2	WPM	Wheaton Precious Metals Corp. This page	8,067	$906,085
3	FNV	FRANCO NEVADA Corp	3,318	$691,603
4	B	Barrick Mining Corp	12,687	$465,993

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$906,085	8,067	+18.0%	Shares	Sole	2026-08-04
2026-03-31	$895,453	6,835	+44.4%	Shares	Sole	2026-05-13
2025-12-31	$556,104	4,732	+7.5%	Shares	Sole	2026-01-23
2025-09-30	$492,319	4,402	+89.1%	Shares	Sole	2025-11-04
2025-06-30	$209,054	2,328	-89.6%	Shares	Sole	2025-08-01
2022-06-30	$808,945	22,452	-49.9%	Shares	Sole	2022-07-12
2022-03-31	$2,133,392	44,838	-7.5%	Shares	Sole	2022-04-20
2021-12-31	$2,081,160	48,478	+17.1%	Shares	Sole	2022-01-20
2021-09-30	$1,555,661	41,396	—	Shares	Sole	2021-11-04
No filing history on record for this holder in this stock.