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Legacy Investment Solutions’s Wheaton Precious Metals WPM Stock Holding History

Legacy Investment Solutions’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
Q2 		$10.8K Buy
+120
New +$10.1K 0.01% 304
2024
Q4 		$7.94K Hold
120
– – 0.01% 323
2024
Q3 		$7.08K Buy
+120
New +$7.14K ﹤0.01% 358

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First Eagle Investment Management
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VanEck Associates
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Legacy Investment Solutions's WPM Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Wheaton Precious Metals (WPM) in Q2 2025: 120 shares worth $10.8K. The stake represents 0.01% of the portfolio and ranks #304 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in WPM as recently as Q4 2024.

Legacy Investment Solutions first reported a position in WPM in Q3 2024 and has held it in 3 quarters since. 685 funds tracked by Wall St. Rank hold WPM as of Q2 2025.

  • Legacy Investment Solutions held 120 shares of Wheaton Precious Metals worth $10.8K as of Q2 2025.
  • Wheaton Precious Metals was a new Legacy Investment Solutions position in Q2 2025.
  • Wheaton Precious Metals made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #304 holding.
  • Legacy Investment Solutions first reported a position in Wheaton Precious Metals in Q3 2024 and has held it in 3 quarters since.
  • 685 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.