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

JCIC 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	$6.37K	Hold	82	–	–	﹤0.01%	114
2024 Q4	$4.61K	Buy	+82	New	+$5.08K	﹤0.01%	105
2019 Q4	–	Sell	-8,100	Closed	-$213K	–	148
2019 Q3	$213K	Buy	+8,100	New	+$218K	0.09%	47
2015 Q2	–	Sell	-2,453	Closed	-$47K	–	108
2015 Q1	$47K	Buy	2,453 +253	+12%	+$5.38K	0.01%	64
2014 Q4	$45K	Sell	2,200 -3,200	-59%	-$63.6K	0.01%	56
2014 Q3	$108K	Sell	5,400 -1,200	-18%	-$29.9K	0.02%	42
2014 Q2	$174K	Sell	6,600 -2,500	-27%	-$56K	0.03%	40
2014 Q1	$207K	Sell	9,100 -5,900	-39%	-$139K	0.04%	35
2013 Q4	$303K	Buy	+15,000	New	+$326K	0.06%	35

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

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

JCIC Asset Management held its Wheaton Precious Metals (WPM) position steady in Q1 2025 at 82 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #114.

JCIC Asset Management first reported a position in WPM in Q4 2013 and has held it in 9 quarters since. The position peaked at $303K in Q4 2013. 661 funds tracked by Wall St. Rank hold WPM as of Q1 2025.

JCIC Asset Management held 82 shares of Wheaton Precious Metals worth $6.37K as of Q1 2025.
JCIC Asset Management left its Wheaton Precious Metals share count unchanged in Q1 2025.
Wheaton Precious Metals made up ﹤0.01% of JCIC Asset Management's portfolio in Q1 2025, its #114 holding.
JCIC Asset Management first reported a position in Wheaton Precious Metals in Q4 2013 and has held it in 9 quarters since.
JCIC Asset Management's Wheaton Precious Metals position peaked at $303K in Q4 2013.
661 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2025.

Based on JCIC Asset Management's 13F filing for Q1 2025, filed 23 Apr 2025.