Evermay Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Evermay 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	$22.5K	Hold	200	–	–	﹤0.01%	436
2026 Q1	$26.2K	Hold	200	–	–	﹤0.01%	370
2025 Q4	$23.5K	Hold	200	–	–	﹤0.01%	373
2025 Q3	$22.4K	Hold	200	–	–	﹤0.01%	379
2025 Q2	$18K	Hold	200	–	–	﹤0.01%	395
2025 Q1	$15.5K	Hold	200	–	–	﹤0.01%	407
2024 Q4	$11.2K	Hold	200	–	–	﹤0.01%	436
2024 Q3	$12.2K	Hold	200	–	–	﹤0.01%	443
2024 Q2	$10.5K	Hold	200	–	–	﹤0.01%	449
2024 Q1	$9.43K	Buy	200 +100	+100%	+$4.52K	﹤0.01%	474
2023 Q4	$4.93K	Hold	100	–	–	﹤0.01%	485
2023 Q3	$4.05K	Buy	+100	New	+$4.31K	﹤0.01%	476

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

Evermay Wealth Management's WPM Position: Q2 2026 in Review

Evermay Wealth Management held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 200 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Evermay Wealth Management first reported a position in WPM in Q3 2023 and has held it in 12 quarters since. The position peaked at $26.2K in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Evermay Wealth Management held 200 shares of Wheaton Precious Metals worth $22.5K as of Q2 2026.
Evermay Wealth Management left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #436 holding.
Evermay Wealth Management first reported a position in Wheaton Precious Metals in Q3 2023 and has held it in 12 quarters since.
Evermay Wealth Management's Wheaton Precious Metals position peaked at $26.2K in Q1 2026.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.