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 Q2	$1.09M	Hold	9,660	–	–	0.03%	93
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 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

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

Perfromance Wealth Partners held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 9,660 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #93.

Perfromance Wealth Partners first reported a position in WPM in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.27M in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Perfromance Wealth Partners held 9,660 shares of Wheaton Precious Metals worth $1.09M as of Q2 2026.
Perfromance Wealth Partners left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up 0.03% of Perfromance Wealth Partners's portfolio in Q2 2026, its #93 holding.
Perfromance Wealth Partners first reported a position in Wheaton Precious Metals in Q3 2024 and has held it in 6 quarters since.
Perfromance Wealth Partners's Wheaton Precious Metals position peaked at $1.27M in Q1 2026.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.