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Kerntke Otto McGlone Wealth Management Group’s Wheaton Precious Metals WPM Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 		$2.25M Sell
20,037
-3,795
-16% -$494K 1.36% 15
2026
Q1 		$3.12M Sell
23,832
-2,676
-10% -$372K 2.13% 11
2025
Q4 		$3.12M Sell
26,508
-1,794
-6% -$192K 2.2% 12
2025
Q3 		$3.17M Sell
28,302
-705
-2% -$68.9K 2.39% 9
2025
Q2 		$2.6M Buy
29,007
+63
+0.2% +$5.3K 2.06% 12
2025
Q1 		$2.25M Sell
28,944
-1,869
-6% -$125K 1.96% 14
2024
Q4 		$1.73M Buy
30,813
+220
+0.7% +$13.6K 1.28% 18
2024
Q3 		$1.87M Sell
30,593
-226
-0.7% -$13.4K 1.56% 14
2024
Q2 		$1.62M Buy
30,819
+449
+1% +$24K 1.51% 16
2024
Q1 		$1.43M Sell
30,370
-18
-0.1% -$813 1.41% 16
2023
Q4 		$1.5M Buy
30,388
+1,807
+6% +$81.8K 1.5% 17
2023
Q3 		$1.16M Buy
28,581
+5,305
+23% +$229K 1.2% 21
2023
Q2 		$1.01M Buy
23,276
+1,439
+7% +$68.4K 0.99% 25
2023
Q1 		$1.05M Sell
21,837
-1
-0% -$44 1.08% 25
2022
Q4 		$853K Buy
21,838
+323
+2% +$11.7K 0.98% 24
2022
Q3 		$696K Buy
21,515
+660
+3% +$21.7K 1.05% 24
2022
Q2 		$751K Buy
20,855
+418
+2% +$18.1K 1.12% 22
2022
Q1 		$972K Buy
20,437
+686
+3% +$29.8K 2.22% 12
2021
Q4 		$848K Buy
19,751
+1,735
+10% +$71.4K 1.03% 24
2021
Q3 		$677K Buy
18,016
+1,202
+7% +$52.4K 2.02% 11
2021
Q2 		$741K Buy
16,814
+3,517
+26% +$156K 0.3% 57
2021
Q1 		$508K Buy
+13,297
New +$528K 0.27% 71

Other funds holding WPM

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's WPM Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its Wheaton Precious Metals (WPM) stake by 16% in Q2 2026, selling an estimated $494K and leaving 20,037 shares worth $2.25M. The position accounts for 1.36% of the portfolio, ranked #15.

Kerntke Otto McGlone Wealth Management Group first reported a position in WPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.17M in Q3 2025. 178 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 20,037 shares of Wheaton Precious Metals worth $2.25M as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group sold 3,795 Wheaton Precious Metals shares in Q2 2026, an estimated $494K.
  • Wheaton Precious Metals made up 1.36% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #15 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Wheaton Precious Metals in Q1 2021 and has held it in 22 quarters since.
  • Kerntke Otto McGlone Wealth Management Group's Wheaton Precious Metals position peaked at $3.17M in Q3 2025.
  • 178 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.