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

Jeppson 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
2026
Q1 		$3.45M Sell
26,316
-618
-2% -$85.9K 1.08% 21
2025
Q4 		$3.17M Sell
26,934
-457
-2% -$48.9K 1% 21
2025
Q3 		$3.06M Sell
27,391
-173
-0.6% -$16.9K 0.98% 21
2025
Q2 		$2.48M Sell
27,564
-101
-0.4% -$8.5K 0.86% 26
2025
Q1 		$2.15M Sell
27,665
-177
-0.6% -$11.8K 0.79% 32
2024
Q4 		$1.57M Sell
27,842
-750
-3% -$46.5K 0.57% 48
2024
Q3 		$1.75M Sell
28,592
-427
-1% -$25.4K 0.63% 40
2024
Q2 		$1.52M Sell
29,019
-395
-1% -$21.1K 0.58% 44
2024
Q1 		$1.39M Buy
29,414
+339
+1% +$15.3K 0.54% 53
2023
Q4 		$1.43M Buy
29,075
+900
+3% +$40.7K 0.59% 45
2023
Q3 		$1.14M Buy
28,175
+389
+1% +$16.8K 0.52% 49
2023
Q2 		$1.2M Sell
27,786
-554
-2% -$26.3K 0.52% 47
2023
Q1 		$1.36M Buy
28,340
+578
+2% +$25.3K 0.59% 41
2022
Q4 		$1.08M Buy
27,762
+41
+0.1% +$1.48K 0.46% 52
2022
Q3 		$897K Sell
27,721
-1,996
-7% -$65.5K 0.41% 59
2022
Q2 		$1.07M Buy
29,717
+490
+2% +$21.3K 0.46% 49
2022
Q1 		$1.39M Sell
29,227
-455
-2% -$19.8K 0.65% 36
2021
Q4 		$1.27M Buy
29,682
+1,590
+6% +$65.5K 0.61% 37
2021
Q3 		$1.05M Buy
28,092
+150
+0.5% +$6.54K 0.55% 48
2021
Q2 		$1.23M Sell
27,942
-83
-0.3% -$3.69K 0.67% 35
2021
Q1 		$1.07M Buy
28,025
+6,103
+28% +$242K 0.64% 40
2020
Q4 		$915K Hold
21,922
– – 0.61% 41
2020
Q3 		$1.08M Buy
+21,922
New +$1.12M 0.84% 24

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jeppson Wealth Management's WPM Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Wheaton Precious Metals (WPM) stake by 2.3% in Q1 2026, selling an estimated $85.9K and leaving 26,316 shares worth $3.45M. The position accounts for 1.08% of the portfolio, ranked #21.

Jeppson Wealth Management first reported a position in WPM in Q3 2020 and has held it in 23 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Jeppson Wealth Management held 26,316 shares of Wheaton Precious Metals worth $3.45M as of Q1 2026.
  • Jeppson Wealth Management sold 618 Wheaton Precious Metals shares in Q1 2026, an estimated $85.9K.
  • Wheaton Precious Metals made up 1.08% of Jeppson Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Jeppson Wealth Management first reported a position in Wheaton Precious Metals in Q3 2020 and has held it in 23 quarters since.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.