Bell Investment Advisors, Inc
Position in WPM — Wheaton Precious Metals Corp.
CIK 1890149
ORINDA, CA
Position in WPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$18,195
-$3,028 QoQ
Shares Held
162
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#780
of 849 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Bell Investment Advisors, Inc holds $166,912 across 17 Gold names. WPM ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
397 | $37,079 | |
| 2 | AU |
AngloGold Ashanti PLC
|
287 | $23,215 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
This page
|
162 | $18,195 | |
| 4 | RGLD |
Royal Gold Inc
|
88 | $17,565 | |
| 5 | CDE |
Coeur Mining, Inc.
|
698 | $11,391 | |
| 6 | KGC |
Kinross Gold Corp
|
438 | $10,345 | |
| 7 | FNV |
FRANCO NEVADA Corp
|
39 | $8,129 | |
| 8 | HMY |
Harmony Gold Mining Co Ltd
|
520 | $7,909 |
All Filings in WPM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,195 | 162 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $21,223 | 162 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $26,677 | 227 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $18,229 | 163 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $12,302 | 137 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,635 | 137 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $6,636 | 118 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $9,406 | 154 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,072 | 154 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,985 | 127 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $7,055 | 143 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,230 | 129 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,575 | 129 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,354 | 215 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,402 | 215 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,475 | 231 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,728 | 159 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $6,825 | 159 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,419 | 91 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||