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

Navigoe 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	$2K	Hold	18	–	–	﹤0.01%	248
2026 Q1	$2K	Hold	18	–	–	﹤0.01%	182
2025 Q4	$2K	Hold	18	–	–	﹤0.01%	221
2025 Q3	$2K	Buy	+18	New	+$1.76K	﹤0.01%	218

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

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

Navigoe Wealth Management held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 18 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Navigoe Wealth Management first reported a position in WPM in Q3 2025 and has held it in 4 quarters since. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Navigoe Wealth Management held 18 shares of Wheaton Precious Metals worth $2K as of Q2 2026.
Navigoe Wealth Management left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #248 holding.
Navigoe Wealth Management first reported a position in Wheaton Precious Metals in Q3 2025 and has held it in 4 quarters since.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.