Carnegie Lake Advisors’s Wheaton Precious Metals WPM Stock Holding History

Carnegie Lake Advisors’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	$379K	Hold	3,376	–	–	0.14%	124
2026 Q1	$442K	Sell	3,376 -200	-6%	-$27.8K	0.18%	113
2025 Q4	$420K	Hold	3,576	–	–	0.16%	115
2025 Q3	$400K	Sell	3,576 -689	-16%	-$67.3K	0.15%	116
2025 Q2	$383K	Hold	4,265	–	–	0.15%	118
2025 Q1	$331K	Hold	4,265	–	–	0.13%	118
2024 Q4	$240K	Hold	4,265	–	–	0.1%	137
2024 Q3	$261K	Buy	+4,265	New	+$254K	0.1%	130

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

Carnegie Lake Advisors's WPM Position: Q2 2026 in Review

Carnegie Lake Advisors held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 3,376 shares worth $379K. The position accounts for 0.14% of the portfolio, ranked #124.

Carnegie Lake Advisors first reported a position in WPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $442K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Carnegie Lake Advisors held 3,376 shares of Wheaton Precious Metals worth $379K as of Q2 2026.
Carnegie Lake Advisors left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up 0.14% of Carnegie Lake Advisors's portfolio in Q2 2026, its #124 holding.
Carnegie Lake Advisors first reported a position in Wheaton Precious Metals in Q3 2024 and has held it in 8 quarters since.
Carnegie Lake Advisors's Wheaton Precious Metals position peaked at $442K in Q1 2026.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.