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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
Q2 		$333K Buy
2,961
+167
+6% +$21.7K 0.05% 365
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 $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

Personal CFO Solutions's WPM Position: Q2 2026 in Review

Personal CFO Solutions increased its Wheaton Precious Metals (WPM) stake by 6% in Q2 2026, buying an estimated $21.7K and bringing the position to 2,961 shares worth $333K. The position accounts for 0.05% of the portfolio, ranked #365.

Personal CFO Solutions first reported a position in WPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $367K in Q1 2026. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Personal CFO Solutions held 2,961 shares of Wheaton Precious Metals worth $333K as of Q2 2026.
  • Personal CFO Solutions bought 167 Wheaton Precious Metals shares in Q2 2026, an estimated $21.7K.
  • Wheaton Precious Metals made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #365 holding.
  • Personal CFO Solutions first reported a position in Wheaton Precious Metals in Q2 2025 and has held it in 5 quarters since.
  • Personal CFO Solutions's Wheaton Precious Metals position peaked at $367K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.