CPA
WPM icon

Compass Planning Associates’s Wheaton Precious Metals WPM Stock Holding History

Compass Planning Associates’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 		– Sell
-180
Closed -$16.2K – 123
2025
Q2 		$16.2K Hold
180
– – 0.01% 82
2025
Q1 		$14K Hold
180
– – 0.01% 90
2024
Q4 		$10.1K Buy
+180
New +$11.1K 0.01% 97

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $60.8B AUM 26.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Compass Planning Associates's WPM Position: Q3 2025 in Review

Compass Planning Associates sold out of Wheaton Precious Metals (WPM) in Q3 2025, closing a stake of 180 shares — an estimated $16.2K sold.

Compass Planning Associates first reported a position in WPM in Q4 2024 and held it in 3 quarters. The position peaked at $16.2K in Q2 2025. 751 funds tracked by Wall St. Rank hold WPM as of Q3 2025.

  • Compass Planning Associates reported no remaining Wheaton Precious Metals position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 180 Wheaton Precious Metals shares in Q3 2025, an estimated $16.2K.
  • Compass Planning Associates first reported a position in Wheaton Precious Metals in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Wheaton Precious Metals position peaked at $16.2K in Q2 2025.
  • 751 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.