CCWM
WPM icon

Cassaday & Co Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Cassaday & Co Wealth 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 		$9.79K Sell
87
-33
-28% -$4.29K ﹤0.01% 871
2026
Q1 		$15.7K Buy
+120
New +$16.7K ﹤0.01% 813

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Cassaday & Co Wealth Management's WPM Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Wheaton Precious Metals (WPM) stake by 28% in Q2 2026, selling an estimated $4.29K and leaving 87 shares worth $9.79K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Cassaday & Co Wealth Management first reported a position in WPM in Q1 2026 and has held it in 2 quarters since. The position peaked at $15.7K in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Cassaday & Co Wealth Management held 87 shares of Wheaton Precious Metals worth $9.79K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 33 Wheaton Precious Metals shares in Q2 2026, an estimated $4.29K.
  • Wheaton Precious Metals made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #871 holding.
  • Cassaday & Co Wealth Management first reported a position in Wheaton Precious Metals in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Wheaton Precious Metals position peaked at $15.7K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.