FTDI
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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 $733B AUM 35.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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 $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return