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Bristlecone Advisors’s Wheaton Precious Metals WPM Stock Holding History

Bristlecone 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
Q3 		$4.43M Sell
39,586
-2,188
-5% -$214K 0.37% 53
2025
Q2 		$3.75M Sell
41,774
-21,973
-34% -$1.85M 0.32% 63
2025
Q1 		$4.95M Buy
63,747
+2,306
+4% +$154K 0.4% 55
2024
Q4 		$3.46M Sell
61,441
-387
-0.6% -$24K 0.27% 75
2024
Q3 		$3.78M Sell
61,828
-405
-0.7% -$24.1K 0.3% 66
2024
Q2 		$3.26M Buy
62,233
+4,210
+7% +$225K 0.28% 73
2024
Q1 		$2.73M Buy
58,023
+4,041
+7% +$183K 0.24% 86
2023
Q4 		$2.66M Buy
53,982
+1,576
+3% +$71.3K 0.27% 81
2023
Q3 		$2.13M Buy
52,406
+3,000
+6% +$129K 0.24% 89
2023
Q2 		$2.14M Sell
49,406
-1,059
-2% -$50.3K 0.21% 92
2023
Q1 		$2.43M Buy
50,465
+7,099
+16% +$310K 0.27% 81
2022
Q4 		$1.69M Buy
43,366
+952
+2% +$34.4K 0.21% 98
2022
Q3 		$1.37M Sell
42,414
-9,451
-18% -$310K 0.18% 102
2022
Q2 		$1.87M Buy
51,865
+5,543
+12% +$241K 0.23% 89
2022
Q1 		$2.2M Buy
46,322
+5,173
+13% +$225K 0.27% 84
2021
Q4 		$1.77M Buy
+41,149
New +$1.69M 0.21% 97

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Bristlecone Advisors's WPM Position: Q3 2025 in Review

Bristlecone Advisors reduced its Wheaton Precious Metals (WPM) stake by 5.2% in Q3 2025, selling an estimated $214K and leaving 39,586 shares worth $4.43M. The position accounts for 0.37% of the portfolio, ranked #53.

Bristlecone Advisors first reported a position in WPM in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.95M in Q1 2025. 748 funds tracked by Wall St. Rank hold WPM as of Q3 2025.

  • Bristlecone Advisors held 39,586 shares of Wheaton Precious Metals worth $4.43M as of Q3 2025.
  • Bristlecone Advisors sold 2,188 Wheaton Precious Metals shares in Q3 2025, an estimated $214K.
  • Wheaton Precious Metals made up 0.37% of Bristlecone Advisors's portfolio in Q3 2025, its #53 holding.
  • Bristlecone Advisors first reported a position in Wheaton Precious Metals in Q4 2021 and has held it in 16 quarters since.
  • Bristlecone Advisors's Wheaton Precious Metals position peaked at $4.95M in Q1 2025.
  • 748 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.