Cary Street Partners Investment Advisory’s Wheaton Precious Metals WPM Stock Holding History

Cary Street Partners Investment Advisory’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	$112K	Buy	993 +749	+307%	+$97.4K	0.02%	481
2026 Q1	$32K	Buy	244 +3	+1%	+$417	0.01%	585
2025 Q4	$28.3K	Buy	+241	New	+$25.8K	0.01%	568
2023 Q4	–	Sell	-200	Closed	-$8.11K	–	1787
2023 Q3	$8.11K	Hold	200	–	–	﹤0.01%	1350
2023 Q2	$8.64K	Hold	200	–	–	﹤0.01%	1283
2023 Q1	$9.63K	Hold	200	–	–	﹤0.01%	1157
2022 Q4	$7.82K	Buy	+200	New	+$7.23K	﹤0.01%	1210

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 $60.8B AUM 26.63% 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

Cary Street Partners Investment Advisory's WPM Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Wheaton Precious Metals (WPM) stake by 307% in Q2 2026, buying an estimated $97.4K and bringing the position to 993 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #481.

Cary Street Partners Investment Advisory first reported a position in WPM in Q4 2022 and has held it in 7 quarters since. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Cary Street Partners Investment Advisory held 993 shares of Wheaton Precious Metals worth $112K as of Q2 2026.
Cary Street Partners Investment Advisory bought 749 Wheaton Precious Metals shares in Q2 2026, an estimated $97.4K.
Wheaton Precious Metals made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #481 holding.
Cary Street Partners Investment Advisory first reported a position in Wheaton Precious Metals in Q4 2022 and has held it in 7 quarters since.
854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.