FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Wheaton Precious Metals WPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-12,217
Closed -$1.37M 84
2025
Q3
$1.37M Sell
12,217
-582
-5% -$56.9K 0.86% 35
2025
Q2
$1.15M Buy
+12,799
New +$1.08M 0.77% 45

Other funds holding WPM

FIG FINANCIAL ADVISORY SERVICES INC /ADV's WPM Position: Q4 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Wheaton Precious Metals (WPM) in Q4 2025, closing a stake of 12,217 shares — an estimated $1.37M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in WPM in Q2 2025 and held it in 2 quarters. The position peaked at $1.37M in Q3 2025. 810 funds tracked by Wall St. Rank hold WPM as of Q4 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Wheaton Precious Metals position as of Q4 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 12,217 Wheaton Precious Metals shares in Q4 2025, an estimated $1.37M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Wheaton Precious Metals in Q2 2025 and held it in 2 quarters.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Wheaton Precious Metals position peaked at $1.37M in Q3 2025.
  • 810 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q4 2025, filed 10 Aug 2026.