BSW Wealth Partners’s Wheaton Precious Metals WPM Stock Holding History

BSW Wealth Partners’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 Q2	$335K	Buy	+2,984	New	+$388K	0.04%	234
2021 Q3	–	Sell	-7,969	Closed	-$351K	–	270
2021 Q2	$351K	Buy	7,969 +938	+13%	+$41.7K	0.1%	151
2021 Q1	$269K	Buy	7,031 +1,549	+28%	+$61.5K	0.08%	158
2020 Q4	$229K	Buy	5,482 +231	+4%	+$10.3K	0.07%	155
2020 Q3	$258K	Buy	5,251 +32	+0.6%	+$1.63K	0.1%	112
2020 Q2	$230K	Buy	+5,219	New	+$205K	0.08%	125

Other funds holding WPM

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Hendley & Co Zanesville, Ohio $283M AUM 19.89% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return