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Personal CFO Solutions’s Wheaton Precious Metals WPM Stock Holding History

Personal CFO Solutions’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 		$367K Sell
2,794
-91
-3% -$12.7K 0.05% 317
2025
Q4 		$339K Buy
2,885
+5
+0.2% +$535 0.05% 325
2025
Q3 		$322K Sell
2,880
-80
-3% -$7.82K 0.06% 324
2025
Q2 		$266K Buy
+2,960
New +$249K 0.05% 369

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

Personal CFO Solutions's WPM Position: Q1 2026 in Review

Personal CFO Solutions reduced its Wheaton Precious Metals (WPM) stake by 3.2% in Q1 2026, selling an estimated $12.7K and leaving 2,794 shares worth $367K. The position accounts for 0.05% of the portfolio, ranked #317.

Personal CFO Solutions first reported a position in WPM in Q2 2025 and has held it in 4 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Personal CFO Solutions held 2,794 shares of Wheaton Precious Metals worth $367K as of Q1 2026.
  • Personal CFO Solutions sold 91 Wheaton Precious Metals shares in Q1 2026, an estimated $12.7K.
  • Wheaton Precious Metals made up 0.05% of Personal CFO Solutions's portfolio in Q1 2026, its #317 holding.
  • Personal CFO Solutions first reported a position in Wheaton Precious Metals in Q2 2025 and has held it in 4 quarters since.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.