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

Perigon 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 		$598K Buy
5,328
+193
+4% +$25.1K 0.01% 803
2026
Q1 		$673K Buy
5,135
+165
+3% +$22.9K 0.01% 660
2025
Q4 		$584K Sell
4,970
-1,078
-18% -$115K 0.01% 720
2025
Q3 		$676K Buy
6,048
+854
+16% +$83.4K 0.01% 635
2025
Q2 		$466K Sell
5,194
-2,136
-29% -$180K 0.01% 687
2025
Q1 		$569K Sell
7,330
-2,609
-26% -$174K 0.01% 603
2024
Q4 		$571K Buy
9,939
+2,025
+26% +$125K 0.01% 598
2024
Q3 		$483K Buy
+7,914
New +$471K 0.01% 629
2024
Q1 		– Sell
-5,172
Closed -$255K – 925
2023
Q4 		$255K Sell
5,172
-3,328
-39% -$151K 0.01% 713
2023
Q3 		$345K Sell
8,500
-1,532
-15% -$66.1K 0.01% 544
2023
Q2 		$434K Buy
10,032
+2,549
+34% +$121K 0.02% 494
2023
Q1 		$360K Buy
7,483
+1,789
+31% +$78.2K 0.02% 479
2022
Q4 		$223K Sell
5,694
-715
-11% -$25.9K 0.01% 629
2022
Q3 		$207K Sell
6,409
-9,715
-60% -$319K 0.02% 536
2022
Q2 		$581K Buy
16,124
+59
+0.4% +$2.56K 0.05% 300
2022
Q1 		$764K Buy
16,065
+393
+3% +$17.1K 0.05% 276
2021
Q4 		$673K Sell
15,672
-1,905
-11% -$78.4K 0.05% 282
2021
Q3 		$661K Buy
17,577
+2,493
+17% +$109K 0.06% 259
2021
Q2 		$665K Buy
15,084
+1,573
+12% +$70K 0.06% 256
2021
Q1 		$516K Buy
13,511
+1,043
+8% +$41.4K 0.05% 287
2020
Q4 		$520K Buy
12,468
+2,821
+29% +$126K 0.06% 243
2020
Q3 		$473K Buy
9,647
+85
+0.9% +$4.33K 0.07% 233
2020
Q2 		$421K Buy
9,562
+432
+5% +$17K 0.07% 214
2020
Q1 		$292K Buy
+9,130
New +$263K 0.05% 238
2016
Q4 		– Sell
-205
Closed -$6K – 763
2016
Q3 		$6K Buy
+205
New +$5.64K ﹤0.01% 545

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Perigon Wealth Management increased its Wheaton Precious Metals (WPM) stake by 3.8% in Q2 2026, buying an estimated $25.1K and bringing the position to 5,328 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #803.

Perigon Wealth Management first reported a position in WPM in Q3 2016 and has held it in 25 quarters since. The position peaked at $764K in Q1 2022. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Perigon Wealth Management held 5,328 shares of Wheaton Precious Metals worth $598K as of Q2 2026.
  • Perigon Wealth Management bought 193 Wheaton Precious Metals shares in Q2 2026, an estimated $25.1K.
  • Wheaton Precious Metals made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #803 holding.
  • Perigon Wealth Management first reported a position in Wheaton Precious Metals in Q3 2016 and has held it in 25 quarters since.
  • Perigon Wealth Management's Wheaton Precious Metals position peaked at $764K in Q1 2022.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

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