Cladis Investment Advisory’s Wheaton Precious Metals WPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-5,000
Closed -$559K 160
2025
Q3
$559K Buy
+5,000
New +$489K 0.32% 85

Other funds holding WPM

Cladis Investment Advisory's WPM Position: Q4 2025 in Review

Cladis Investment Advisory sold out of Wheaton Precious Metals (WPM) in Q4 2025, closing a stake of 5,000 shares — an estimated $559K sold.

Cladis Investment Advisory first reported a position in WPM in Q3 2025 and held it in 1 quarter. The position peaked at $559K in Q3 2025. 812 funds tracked by Wall St. Rank hold WPM as of Q4 2025.

  • Cladis Investment Advisory reported no remaining Wheaton Precious Metals position as of Q4 2025 after selling out during the quarter.
  • Cladis Investment Advisory sold 5,000 Wheaton Precious Metals shares in Q4 2025, an estimated $559K.
  • Cladis Investment Advisory first reported a position in Wheaton Precious Metals in Q3 2025 and held it in 1 quarter.
  • Cladis Investment Advisory's Wheaton Precious Metals position peaked at $559K in Q3 2025.
  • 812 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2025.

Based on Cladis Investment Advisory's 13F filing for Q4 2025, filed 13 Feb 2026.