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
2021 Q1	–	Sell	-1,500	Closed	-$21K	–	1040
2020 Q4	$21K	Hold	1,500	–	–	﹤0.01%	1032
2020 Q3	$31K	Hold	1,500	–	–	﹤0.01%	384
2020 Q2	$26K	Buy	+1,500	New	+$59K	﹤0.01%	356

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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 Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Perigon Wealth Management's WPM Position: Q1 2026 in Review

Perigon Wealth Management increased its Wheaton Precious Metals (WPM) stake by 3.3% in Q1 2026, buying an estimated $22.9K and bringing the position to 5,135 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #660.

Perigon Wealth Management first reported a position in WPM in Q3 2016 and has held it in 24 quarters since. The position peaked at $764K in Q1 2022. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Perigon Wealth Management held 5,135 shares of Wheaton Precious Metals worth $673K as of Q1 2026.
Perigon Wealth Management bought 165 Wheaton Precious Metals shares in Q1 2026, an estimated $22.9K.
Wheaton Precious Metals made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #660 holding.
Perigon Wealth Management first reported a position in Wheaton Precious Metals in Q3 2016 and has held it in 24 quarters since.
Perigon Wealth Management's Wheaton Precious Metals position peaked at $764K in Q1 2022.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

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