Fermata Advisors, LLC

Position in WPM — Wheaton Precious Metals Corp.

CIK 1859259 SONOMA, CA

Position in WPM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$263,502

+$31,091 QoQ

Shares Held

2,346

+32.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#70

of 112 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

Fermata Advisors, LLC holds $814,777 across 3 Gold names. WPM ranks #2 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IDR	Idaho Strategic Resources, Inc.	10,341	$338,667
2	WPM	Wheaton Precious Metals Corp. This page	2,346	$263,502
3	FNV	FRANCO NEVADA Corp	1,020	$212,608

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$263,502	2,346	+32.2%	Shares	Sole	2026-07-07
2026-03-31	$232,411	1,774	-12.5%	Shares	Sole	2026-04-08
2025-09-30	$226,811	2,028	—	Shares	Sole	2025-10-09
No filing history on record for this holder in this stock.