Dorchester Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Dorchester Wealth Management’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
2024 Q4	$336K	Hold	6,075	–	–	0.07%	115
2024 Q3	$365K	Hold	6,075	–	–	0.07%	118
2024 Q2	$313K	Hold	6,075	–	–	0.06%	122
2024 Q1	$281K	Hold	6,075	–	–	0.05%	138
2023 Q4	$295K	Hold	6,075	–	–	0.05%	130
2023 Q3	$244K	Hold	6,075	–	–	0.05%	133
2023 Q2	$259K	Hold	6,075	–	–	0.05%	123
2023 Q1	$287K	Buy	+6,075	New	+$266K	0.06%	125
2022 Q4	–	Sell	-6,375	Closed	-$206K	–	156
2022 Q3	$206K	Hold	6,375	–	–	0.05%	142
2022 Q2	$229K	Hold	6,375	–	–	0.05%	142
2022 Q1	$304K	Hold	6,375	–	–	0.05%	130
2021 Q4	$273K	Hold	6,375	–	–	0.05%	128
2021 Q3	$238K	Hold	6,375	–	–	0.06%	129
2021 Q2	$281K	Buy	6,375 +925	+17%	+$41.2K	0.06%	134
2021 Q1	$208K	Sell	5,450 -1,400	-20%	-$55.5K	0.05%	137
2020 Q4	$286K	Buy	6,850 +1,450	+27%	+$64.8K	0.08%	121
2020 Q3	$264K	Hold	5,400	–	–	0.08%	115
2020 Q2	$237K	Buy	+5,400	New	+$212K	0.08%	120

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Dorchester Wealth Management's WPM Position: Q4 2024 in Review

Dorchester Wealth Management held its Wheaton Precious Metals (WPM) position steady in Q4 2024 at 6,075 shares worth $336K. The position accounts for 0.07% of the portfolio, ranked #115.

Dorchester Wealth Management first reported a position in WPM in Q2 2020 and has held it in 18 quarters since. The position peaked at $365K in Q3 2024. 625 funds tracked by Wall St. Rank hold WPM as of Q4 2024.

Dorchester Wealth Management held 6,075 shares of Wheaton Precious Metals worth $336K as of Q4 2024.
Dorchester Wealth Management left its Wheaton Precious Metals share count unchanged in Q4 2024.
Wheaton Precious Metals made up 0.07% of Dorchester Wealth Management's portfolio in Q4 2024, its #115 holding.
Dorchester Wealth Management first reported a position in Wheaton Precious Metals in Q2 2020 and has held it in 18 quarters since.
Dorchester Wealth Management's Wheaton Precious Metals position peaked at $365K in Q3 2024.
625 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.