Jeppson Wealth Management
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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
Q3 		$3.17M Sell
23,706
-2,286
-9% -$303K 0.9% 25
2026
Q2 		$2.92M Sell
25,992
-324
-1% -$42.2K 0.86% 26
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 		$1.06M 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Jeppson Wealth Management's WPM Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Wheaton Precious Metals (WPM) stake by 8.8% in Q3 2026, selling an estimated $303K and leaving 23,706 shares worth $3.17M. The position accounts for 0.9% of the portfolio, ranked #25.

Jeppson Wealth Management first reported a position in WPM in Q3 2020 and has held it in 25 quarters since. The position peaked at $3.45M in Q1 2026. 528 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

  • Jeppson Wealth Management held 23,706 shares of Wheaton Precious Metals worth $3.17M as of Q3 2026.
  • Jeppson Wealth Management sold 2,286 Wheaton Precious Metals shares in Q3 2026, an estimated $303K.
  • Wheaton Precious Metals made up 0.9% of Jeppson Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Jeppson Wealth Management first reported a position in Wheaton Precious Metals in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Wheaton Precious Metals position peaked at $3.45M in Q1 2026.
  • 528 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.