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

Sherman 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 		– Sell
-1,545
Closed -$202K – 87
2026
Q1 		$202K Buy
+1,545
New +$215K 0.17% 79

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National Bank of Canada
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Deutsche Bank
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CIBC Asset Management
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DekaBank Deutsche Girozentrale
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Luther King Capital Management (LKCM)
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TWC
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Sherman Wealth Management's WPM Position: Q2 2026 in Review

Sherman Wealth Management sold out of Wheaton Precious Metals (WPM) in Q2 2026, closing a stake of 1,545 shares — an estimated $202K sold.

Sherman Wealth Management first reported a position in WPM in Q1 2026 and held it in 1 quarter. The position peaked at $202K in Q1 2026. 488 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Sherman Wealth Management reported no remaining Wheaton Precious Metals position as of Q2 2026 after selling out during the quarter.
  • Sherman Wealth Management sold 1,545 Wheaton Precious Metals shares in Q2 2026, an estimated $202K.
  • Sherman Wealth Management first reported a position in Wheaton Precious Metals in Q1 2026 and held it in 1 quarter.
  • Sherman Wealth Management's Wheaton Precious Metals position peaked at $202K in Q1 2026.
  • 488 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.