CLA (CliftonLarsonAllen) Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

CLA (CliftonLarsonAllen) 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	-11,888	Closed	-$1.33M	–	218
2025 Q3	$1.33M	Hold	11,888	–	–	0.02%	145
2025 Q2	$1.07M	Hold	11,888	–	–	0.02%	157
2025 Q1	$923K	Hold	11,888	–	–	0.02%	157
2024 Q4	$669K	Sell	11,888 -797	-6%	-$49.4K	0.01%	159
2024 Q3	$775K	Buy	12,685 +797	+7%	+$47.4K	0.02%	153
2024 Q2	$623K	Hold	11,888	–	–	0.01%	154
2024 Q1	$560K	Hold	11,888	–	–	0.01%	157
2023 Q4	$587K	Hold	11,888	–	–	0.01%	161
2023 Q3	$482K	Hold	11,888	–	–	0.01%	159
2023 Q2	$514K	Hold	11,888	–	–	0.01%	155
2023 Q1	$573K	Hold	11,888	–	–	0.02%	158
2022 Q4	$465K	Hold	11,888	–	–	0.02%	170
2022 Q3	$385K	Hold	11,888	–	–	0.05%	81
2022 Q2	$428K	Hold	11,888	–	–	0.02%	167
2022 Q1	$566K	Hold	11,888	–	–	0.02%	169
2021 Q4	$510K	Hold	11,888	–	–	0.02%	159
2021 Q3	$447K	Hold	11,888	–	–	0.02%	238
2021 Q2	$524K	Hold	11,888	–	–	0.02%	224
2021 Q1	$454K	Hold	11,888	–	–	0.02%	157
2020 Q4	$496K	Hold	11,888	–	–	0.02%	145
2020 Q3	$583K	Hold	11,888	–	–	0.03%	134
2020 Q2	$524K	Buy	+11,888	New	+$468K	0.03%	138
2019 Q4	$358K	Buy	+12,023	New	+$329K	0.03%	141

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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

CLA (CliftonLarsonAllen) Wealth Advisors's WPM Position: Q4 2025 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Wheaton Precious Metals (WPM) in Q4 2025, closing a stake of 11,888 shares — an estimated $1.33M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in WPM in Q4 2019 and held it in 23 quarters. The position peaked at $1.33M in Q3 2025. 812 funds tracked by Wall St. Rank hold WPM as of Q4 2025.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Wheaton Precious Metals position as of Q4 2025 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 11,888 Wheaton Precious Metals shares in Q4 2025, an estimated $1.33M.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Wheaton Precious Metals in Q4 2019 and held it in 23 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's Wheaton Precious Metals position peaked at $1.33M in Q3 2025.
812 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2025.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.