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Cassaday & Co Wealth Management LLC

Position in WPM — Wheaton Precious Metals Corp.

CIK 1963612 MCLEAN, VA

Position in WPM

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$9,771
-$5,950 QoQ
Shares Held
87
-27.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#808
of 849 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WPM Over Time

Shares Held

Position Value (USD)

Position in Gold

Basic Materials · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $635,604 across 6 Gold names. WPM ranks #3 (1.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 WPM
Wheaton Precious Metals Corp.
This page
87 $9,771

All Filings in WPM

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,771 87
2026-03-31 $15,721 120