Superior Planning, LLC’s Wheaton Precious Metals WPM Stock Holding History

Superior Planning, LLC’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 Q3	$28.2K	Buy	+211	New	+$27.9K	0.01%	566

Other funds holding WPM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Superior Planning, LLC's WPM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Wheaton Precious Metals (WPM) in Q3 2026: 211 shares worth $28.2K. The stake represents 0.01% of the portfolio and ranks #566 among its holdings.

623 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

Superior Planning, LLC held 211 shares of Wheaton Precious Metals worth $28.2K as of Q3 2026.
Wheaton Precious Metals was a new Superior Planning, LLC position in Q3 2026.
Wheaton Precious Metals made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #566 holding.
623 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.