PWM
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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
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
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 $60.8B AUM 26.63% 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. 854 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.
  • 854 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.