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First Trust Direct Indexing’s Wheaton Precious Metals WPM Stock Holding History

First Trust Direct Indexing’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 		– Sell
-14,538
Closed -$888K – 937
2024
Q3 		$888K Buy
14,538
+838
+6% +$49.8K 0.05% 381
2024
Q2 		$718K Buy
13,700
+302
+2% +$16.1K 0.04% 405
2024
Q1 		$631K Sell
13,398
-441
-3% -$19.9K 0.05% 409
2023
Q4 		$683K Buy
13,839
+863
+7% +$39K 0.06% 356
2023
Q3 		$526K Buy
12,976
+140
+1% +$6.04K 0.06% 379
2023
Q2 		$555K Sell
12,836
-435
-3% -$20.7K 0.06% 379
2023
Q1 		$639K Sell
13,271
-49
-0.4% -$2.14K 0.08% 326
2022
Q4 		$521K Buy
13,320
+863
+7% +$31.2K 0.07% 372
2022
Q3 		$403K Buy
12,457
+2,026
+19% +$66.5K 0.06% 398
2022
Q2 		$376K Buy
10,431
+1,087
+12% +$47.2K 0.05% 409
2022
Q1 		$445K Sell
9,344
-379
-4% -$16.5K 0.05% 401
2021
Q4 		$417K Sell
9,723
-9
-0.1% -$371 0.05% 402
2021
Q3 		$366K Buy
9,732
+1,158
+14% +$50.5K 0.05% 421
2021
Q2 		$378K Buy
+8,574
New +$381K 0.06% 403
2021
Q1 		– Sell
-3,653
Closed -$152K – 1002
2020
Q4 		$152K Buy
+3,653
New +$163K 0.04% 403

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Direct Indexing's WPM Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Wheaton Precious Metals (WPM) in Q4 2024, closing a stake of 14,538 shares — an estimated $888K sold.

First Trust Direct Indexing first reported a position in WPM in Q4 2020 and held it in 15 quarters. The position peaked at $888K in Q3 2024. 627 funds tracked by Wall St. Rank hold WPM as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Wheaton Precious Metals position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 14,538 Wheaton Precious Metals shares in Q4 2024, an estimated $888K.
  • First Trust Direct Indexing first reported a position in Wheaton Precious Metals in Q4 2020 and held it in 15 quarters.
  • First Trust Direct Indexing's Wheaton Precious Metals position peaked at $888K in Q3 2024.
  • 627 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.