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

Perfromance 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
Q1 		$1.27M Hold
9,660
– – 0.04% 78
2025
Q4 		$1.14M Hold
9,660
– – 0.03% 74
2025
Q3 		$1.08M Buy
+9,660
New +$944K 0.03% 73
2025
Q1 		– Sell
-11,148
Closed -$627K – 194
2024
Q4 		$627K Buy
11,148
+7,547
+210% +$467K 0.02% 87
2024
Q3 		$220K Buy
+3,601
New +$214K 0.01% 178

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Perfromance Wealth Partners's WPM Position: Q1 2026 in Review

Perfromance Wealth Partners held its Wheaton Precious Metals (WPM) position steady in Q1 2026 at 9,660 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #78.

Perfromance Wealth Partners first reported a position in WPM in Q3 2024 and has held it in 5 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Perfromance Wealth Partners held 9,660 shares of Wheaton Precious Metals worth $1.27M as of Q1 2026.
  • Perfromance Wealth Partners left its Wheaton Precious Metals share count unchanged in Q1 2026.
  • Wheaton Precious Metals made up 0.04% of Perfromance Wealth Partners's portfolio in Q1 2026, its #78 holding.
  • Perfromance Wealth Partners first reported a position in Wheaton Precious Metals in Q3 2024 and has held it in 5 quarters since.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.