Bank Julius Baer & Co’s Wheaton Precious Metals WPM Stock Holding History

Bank Julius Baer & Co’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 Q2	–	Sell	-1,078	Closed	-$83.7K	–	639
2025 Q1	$83.7K	Buy	1,078 +397	+58%	+$26.5K	﹤0.01%	501
2024 Q4	$60.8K	Buy	+681	New	+$42.2K	﹤0.01%	532
2022 Q1	–	Sell	-2,596	Closed	-$112K	–	821
2021 Q4	$112K	Buy	2,596 +1,191	+85%	+$49K	﹤0.01%	596
2021 Q3	$98K	Sell	1,405 -1,201	-46%	-$52.4K	﹤0.01%	626
2021 Q2	$115K	Buy	+2,606	New	+$116K	﹤0.01%	625

Other funds holding WPM

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

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

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

VanEck Associates New York $164B AUM 112.45% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Bank Julius Baer & Co's WPM Position: Q2 2025 in Review

Bank Julius Baer & Co sold out of Wheaton Precious Metals (WPM) in Q2 2025, closing a stake of 1,078 shares — an estimated $83.7K sold.

Bank Julius Baer & Co first reported a position in WPM in Q2 2021 and held it in 5 quarters. The position peaked at $115K in Q2 2021. 689 funds tracked by Wall St. Rank hold WPM as of Q2 2025.

Bank Julius Baer & Co reported no remaining Wheaton Precious Metals position as of Q2 2025 after selling out during the quarter.
Bank Julius Baer & Co sold 1,078 Wheaton Precious Metals shares in Q2 2025, an estimated $83.7K.
Bank Julius Baer & Co first reported a position in Wheaton Precious Metals in Q2 2021 and held it in 5 quarters.
Bank Julius Baer & Co's Wheaton Precious Metals position peaked at $115K in Q2 2021.
689 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2025.

Based on Bank Julius Baer & Co's 13F filing for Q2 2025, filed 12 Aug 2025.