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Arete Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

Arete Wealth Advisors’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
2025
Q4 		– Sell
-7,017
Closed -$785K – 767
2025
Q3 		$785K Hold
7,017
– – 0.05% 329
2025
Q2 		$630K Hold
7,017
– – 0.04% 356
2025
Q1 		$545K Hold
7,017
– – 0.04% 362
2024
Q4 		$395K Sell
7,017
-154
-2% -$9.54K 0.03% 479
2024
Q3 		$434K Hold
7,171
– – 0.04% 407
2024
Q2 		$374K Buy
+7,171
New +$383K 0.03% 468
2024
Q1 		– Sell
-7,303
Closed -$360K – 747
2023
Q4 		$360K Sell
7,303
-2
-0% -$90 0.03% 495
2023
Q3 		$296K Sell
7,305
-467
-6% -$20.1K 0.05% 346
2023
Q2 		$336K Buy
7,772
+177
+2% +$8.41K 0.03% 463
2023
Q1 		$366K Sell
7,595
-500
-6% -$21.9K 0.03% 417
2022
Q4 		$316K Buy
8,095
+308
+4% +$11.1K 0.03% 444
2022
Q3 		$252K Hold
7,787
– – 0.02% 455
2022
Q2 		$281K Hold
7,787
– – 0.03% 351
2022
Q1 		$371K Hold
7,787
– – 0.03% 347
2021
Q4 		$334K Hold
7,787
– – 0.03% 367
2021
Q3 		$293K Buy
+7,787
New +$340K 0.03% 333
2021
Q2 		– Sell
-7,917
Closed -$302K – 447
2021
Q1 		$302K Hold
7,917
– – 0.04% 318
2020
Q4 		$357K Sell
7,917
-304
-4% -$13.6K 0.05% 282
2020
Q3 		$403K Buy
8,221
+276
+3% +$14.1K 0.06% 250
2020
Q2 		$350K Buy
+7,945
New +$313K 0.06% 268
2017
Q4 		– Sell
-85,552
Closed -$1.63M – 334
2017
Q3 		$1.63M Sell
85,552
-4,950
-5% -$97.4K 0.65% 40
2017
Q2 		$1.8M Sell
90,502
-35,519
-28% -$726K 0.82% 33
2017
Q1 		$2.63M Hold
126,021
– – 1.14% 28
2016
Q4 		$2.44M Buy
126,021
+2,741
+2% +$57.1K 1.12% 26
2016
Q3 		$3.33M Sell
123,280
-202,055
-62% -$5.56M 1.91% 13
2016
Q2 		$7.66M Buy
325,335
+120,232
+59% +$2.32M 4.82% 5
2016
Q1 		$3.4M Buy
+205,103
New +$2.97M 2.03% 10

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Arete Wealth Advisors's WPM Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Wheaton Precious Metals (WPM) in Q4 2025, closing a stake of 7,017 shares — an estimated $785K sold.

Arete Wealth Advisors first reported a position in WPM in Q1 2016 and held it in 27 quarters. The position peaked at $7.66M in Q2 2016. 812 funds tracked by Wall St. Rank hold WPM as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Wheaton Precious Metals position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 7,017 Wheaton Precious Metals shares in Q4 2025, an estimated $785K.
  • Arete Wealth Advisors first reported a position in Wheaton Precious Metals in Q1 2016 and held it in 27 quarters.
  • Arete Wealth Advisors's Wheaton Precious Metals position peaked at $7.66M in Q2 2016.
  • 812 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.