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Cyndeo Wealth Partners’s Wheaton Precious Metals WPM Stock Holding History

Cyndeo Wealth Partners’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 		$226K Hold
2,016
– – 0.01% 479
2026
Q1 		$264K Hold
2,016
– – 0.01% 428
2025
Q4 		$237K Hold
2,016
– – 0.01% 442
2025
Q3 		$226K Buy
+2,016
New +$197K 0.01% 442

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DekaBank Deutsche Girozentrale
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TWC
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Principal Financial Group
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SI
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CF
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AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Cyndeo Wealth Partners's WPM Position: Q2 2026 in Review

Cyndeo Wealth Partners held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 2,016 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #479.

Cyndeo Wealth Partners first reported a position in WPM in Q3 2025 and has held it in 4 quarters since. The position peaked at $264K in Q1 2026. 387 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Cyndeo Wealth Partners held 2,016 shares of Wheaton Precious Metals worth $226K as of Q2 2026.
  • Cyndeo Wealth Partners left its Wheaton Precious Metals share count unchanged in Q2 2026.
  • Wheaton Precious Metals made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #479 holding.
  • Cyndeo Wealth Partners first reported a position in Wheaton Precious Metals in Q3 2025 and has held it in 4 quarters since.
  • Cyndeo Wealth Partners's Wheaton Precious Metals position peaked at $264K in Q1 2026.
  • 387 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.