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DI
Disciplined Investments’s
Wheaton Precious Metals
WPM
Stock Holding History
Disciplined Investments’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
2023
Q3
–
Sell
-1,000
Closed
-$43.2K
–
1564
2023
Q2
$43.2K
Hold
1,000
–
–
0.02%
210
2023
Q1
$48.2K
Hold
1,000
–
–
0.02%
226
2022
Q4
$39.1K
Hold
1,000
–
–
0.02%
228
2022
Q3
$32K
Hold
1,000
–
–
0.01%
264
2022
Q2
$36K
Hold
1,000
–
–
0.02%
257
2022
Q1
$48K
Hold
1,000
–
–
0.02%
228
2021
Q4
$43K
Hold
1,000
–
–
0.02%
224
2021
Q3
$38K
Hold
1,000
–
–
0.02%
227
2021
Q2
$44K
Hold
1,000
–
–
0.02%
206
2021
Q1
$38K
Hold
1,000
–
–
0.02%
194
2020
Q4
$42K
Hold
1,000
–
–
0.03%
163
2020
Q3
$49K
Hold
1,000
–
–
0.04%
160
2020
Q2
$44K
Hold
1,000
–
–
0.03%
174
2020
Q1
$28K
Hold
1,000
–
–
0.03%
194
2019
Q4
$30K
Buy
+1,000
New
+$27.3K
0.03%
204
Other funds holding WPM
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
First Eagle Investment Management
New York
$59B AUM
32.99%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Fidelity International
Hamilton, Bermuda
$129B AUM
30.83%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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