CVA Family Office’s Wheaton Precious Metals WPM Stock Holding History

CVA Family Office’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	$56.2K	Hold	500	–	–	0.01%	581
2026 Q1	$65.5K	Hold	500	–	–	0.01%	544
2025 Q4	$58.8K	Hold	500	–	–	0.01%	529
2025 Q3	$55.9K	Hold	500	–	–	0.01%	533
2025 Q2	$44.9K	Hold	500	–	–	0.01%	563
2025 Q1	$38.8K	Hold	500	–	–	0.01%	561
2024 Q4	$28.1K	Hold	500	–	–	﹤0.01%	619
2024 Q3	$30.5K	Hold	500	–	–	0.01%	593
2024 Q2	$26.2K	Hold	500	–	–	﹤0.01%	600
2024 Q1	$23.6K	Sell	500 -22	-4%	-$994	﹤0.01%	610
2023 Q4	$25.8K	Buy	+522	New	+$23.6K	0.01%	584
2023 Q3	–	Sell	-532	Closed	-$23K	–	960
2023 Q2	$23K	Buy	+532	New	+$25.3K	﹤0.01%	590

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

CVA Family Office's WPM Position: Q2 2026 in Review

CVA Family Office held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 500 shares worth $56.2K. The position accounts for 0.01% of the portfolio, ranked #581.

CVA Family Office first reported a position in WPM in Q2 2023 and has held it in 12 quarters since. The position peaked at $65.5K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

CVA Family Office held 500 shares of Wheaton Precious Metals worth $56.2K as of Q2 2026.
CVA Family Office left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #581 holding.
CVA Family Office first reported a position in Wheaton Precious Metals in Q2 2023 and has held it in 12 quarters since.
CVA Family Office's Wheaton Precious Metals position peaked at $65.5K in Q1 2026.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.