Aspire Private Capital’s Wheaton Precious Metals WPM Stock Holding History

Aspire Private Capital’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
2024 Q4	–	Sell	-20	Closed	-$1.22K	–	644
2024 Q3	$1.22K	Hold	20	–	–	﹤0.01%	582
2024 Q2	$1.05K	Buy	+20	New	+$1.07K	﹤0.01%	595
2023 Q1	–	Sell	-456	Closed	-$17.8K	–	682
2022 Q4	$17.8K	Hold	456	–	–	0.01%	302
2022 Q3	$15K	Hold	456	–	–	0.01%	307
2022 Q2	$16K	Hold	456	–	–	0.01%	299
2022 Q1	$22K	Hold	456	–	–	0.01%	275
2021 Q4	$20K	Hold	456	–	–	0.01%	287
2021 Q3	$17K	Hold	456	–	–	0.01%	279
2021 Q2	$20K	Hold	456	–	–	0.01%	281
2021 Q1	$17K	Hold	456	–	–	0.01%	286
2020 Q4	$19K	Hold	456	–	–	0.01%	245
2020 Q3	$22K	Buy	+456	New	+$23.2K	0.01%	239
2020 Q1	–	Sell	-456	Closed	-$14K	–	490
2019 Q4	$14K	Hold	456	–	–	0.01%	251
2019 Q3	$12K	Hold	456	–	–	0.01%	242
2019 Q2	$11K	Hold	456	–	–	0.01%	261
2019 Q1	$11K	Hold	456	–	–	0.01%	316
2018 Q4	$9K	Buy	+456	New	+$7.78K	0.01%	309

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Aspire Private Capital's WPM Position: Q4 2024 in Review

Aspire Private Capital sold out of Wheaton Precious Metals (WPM) in Q4 2024, closing a stake of 20 shares — an estimated $1.22K sold.

Aspire Private Capital first reported a position in WPM in Q4 2018 and held it in 17 quarters. The position peaked at $22K in Q1 2022. 628 funds tracked by Wall St. Rank hold WPM as of Q4 2024.

Aspire Private Capital reported no remaining Wheaton Precious Metals position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 20 Wheaton Precious Metals shares in Q4 2024, an estimated $1.22K.
Aspire Private Capital first reported a position in Wheaton Precious Metals in Q4 2018 and held it in 17 quarters.
Aspire Private Capital's Wheaton Precious Metals position peaked at $22K in Q1 2022.
628 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.