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Cadia Private Client’s Wheaton Precious Metals WPM Stock Holding History

Cadia Private Client’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
Q1 		– Sell
-2,003
Closed -$235K – 82
2025
Q4 		$235K Buy
+2,003
New +$214K 0.19% 62

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 $60.8B AUM 26.63% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cadia Private Client's WPM Position: Q1 2026 in Review

Cadia Private Client sold out of Wheaton Precious Metals (WPM) in Q1 2026, closing a stake of 2,003 shares — an estimated $235K sold.

Cadia Private Client first reported a position in WPM in Q4 2025 and held it in 1 quarter. The position peaked at $235K in Q4 2025. 858 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Cadia Private Client reported no remaining Wheaton Precious Metals position as of Q1 2026 after selling out during the quarter.
  • Cadia Private Client sold 2,003 Wheaton Precious Metals shares in Q1 2026, an estimated $235K.
  • Cadia Private Client first reported a position in Wheaton Precious Metals in Q4 2025 and held it in 1 quarter.
  • Cadia Private Client's Wheaton Precious Metals position peaked at $235K in Q4 2025.
  • 858 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Cadia Private Client's 13F filing for Q1 2026, filed 20 May 2026.