Creative Financial Designs’s Wheaton Precious Metals WPM Stock Holding History

Creative Financial Designs’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 Q1	$738K	Sell	5,633 -459	-8%	-$63.8K	0.04%	275
2025 Q4	$716K	Sell	6,092 -284	-4%	-$30.4K	0.05%	281
2025 Q3	$713K	Buy	6,376 +866	+16%	+$84.6K	0.05%	275
2025 Q2	$495K	Sell	5,510 -248	-4%	-$20.9K	0.04%	323
2025 Q1	$447K	Sell	5,758 -43	-0.7%	-$2.87K	0.04%	301
2024 Q4	$326K	Sell	5,801 -141	-2%	-$8.73K	0.03%	353
2024 Q3	$363K	Buy	5,942 +2,321	+64%	+$138K	0.03%	338
2024 Q2	$190K	Buy	+3,621	New	+$194K	0.02%	441
2024 Q1	–	Sell	-200	Closed	-$9.87K	–	1733
2023 Q4	$9.87K	Buy	200 +100	+100%	+$4.52K	﹤0.01%	1100
2023 Q3	$4.05K	Hold	100	–	–	﹤0.01%	1222
2023 Q2	$4.32K	Hold	100	–	–	﹤0.01%	1206
2023 Q1	$4.82K	Hold	100	–	–	﹤0.01%	1120
2022 Q4	$3.91K	Hold	100	–	–	﹤0.01%	1085
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	1143
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	1067
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	1056
2021 Q4	$4K	Buy	+100	New	+$4.12K	﹤0.01%	1063

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Creative Financial Designs's WPM Position: Q1 2026 in Review

Creative Financial Designs reduced its Wheaton Precious Metals (WPM) stake by 7.5% in Q1 2026, selling an estimated $63.8K and leaving 5,633 shares worth $738K. The position accounts for 0.04% of the portfolio, ranked #275.

Creative Financial Designs first reported a position in WPM in Q4 2021 and has held it in 17 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Creative Financial Designs held 5,633 shares of Wheaton Precious Metals worth $738K as of Q1 2026.
Creative Financial Designs sold 459 Wheaton Precious Metals shares in Q1 2026, an estimated $63.8K.
Wheaton Precious Metals made up 0.04% of Creative Financial Designs's portfolio in Q1 2026, its #275 holding.
Creative Financial Designs first reported a position in Wheaton Precious Metals in Q4 2021 and has held it in 17 quarters since.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.