Cardinal Point Capital Management’s Wheaton Precious Metals WPM Stock Holding History

Cardinal Point Capital Management’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 Q2	$575K	Hold	5,118	–	–	0.03%	169
2026 Q1	$670K	Sell	5,118 -100	-2%	-$13.9K	0.04%	149
2025 Q4	$614K	Buy	5,218 +143	+3%	+$15.3K	0.04%	139
2025 Q3	$568K	Sell	5,075 -1,000	-16%	-$97.7K	0.04%	141
2025 Q2	$545K	Buy	+6,075	New	+$511K	0.04%	137

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Cardinal Point Capital Management's WPM Position: Q2 2026 in Review

Cardinal Point Capital Management held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 5,118 shares worth $575K. The position accounts for 0.03% of the portfolio, ranked #169.

Cardinal Point Capital Management first reported a position in WPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $670K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Cardinal Point Capital Management held 5,118 shares of Wheaton Precious Metals worth $575K as of Q2 2026.
Cardinal Point Capital Management left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up 0.03% of Cardinal Point Capital Management's portfolio in Q2 2026, its #169 holding.
Cardinal Point Capital Management first reported a position in Wheaton Precious Metals in Q2 2025 and has held it in 5 quarters since.
Cardinal Point Capital Management's Wheaton Precious Metals position peaked at $670K in Q1 2026.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.