Impact Asset Management’s Wheaton Precious Metals WPM Stock Holding History

Impact Asset 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
2025 Q1	$621K	Sell	8,000 -1,300	-14%	-$86.7K	0.24%	51
2024 Q4	$523K	Hold	9,300	–	–	0.21%	47
2024 Q3	$568K	Buy	+9,300	New	+$553K	0.22%	43

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 $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

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

Impact Asset Management's WPM Position: Q1 2025 in Review

Impact Asset Management reduced its Wheaton Precious Metals (WPM) stake by 14% in Q1 2025, selling an estimated $86.7K and leaving 8,000 shares worth $621K. The position accounts for 0.24% of the portfolio, ranked #51.

Impact Asset Management first reported a position in WPM in Q3 2024 and has held it in 3 quarters since. 661 funds tracked by Wall St. Rank hold WPM as of Q1 2025.

Impact Asset Management held 8,000 shares of Wheaton Precious Metals worth $621K as of Q1 2025.
Impact Asset Management sold 1,300 Wheaton Precious Metals shares in Q1 2025, an estimated $86.7K.
Wheaton Precious Metals made up 0.24% of Impact Asset Management's portfolio in Q1 2025, its #51 holding.
Impact Asset Management first reported a position in Wheaton Precious Metals in Q3 2024 and has held it in 3 quarters since.
661 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2025.

Based on Impact Asset Management's 13F filing for Q1 2025, filed 14 Aug 2025.