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

MGB 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
2025 Q4	$358K	Buy	3,047 +402	+15%	+$43K	0.1%	162
2025 Q3	$296K	Buy	2,645 +412	+18%	+$40.3K	0.08%	179
2025 Q2	$201K	Buy	+2,233	New	+$188K	0.07%	211

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

MGB Wealth Management's WPM Position: Q4 2025 in Review

MGB Wealth Management increased its Wheaton Precious Metals (WPM) stake by 15% in Q4 2025, buying an estimated $43K and bringing the position to 3,047 shares worth $358K. The position accounts for 0.1% of the portfolio, ranked #162.

MGB Wealth Management first reported a position in WPM in Q2 2025 and has held it in 3 quarters since. 809 funds tracked by Wall St. Rank hold WPM as of Q4 2025.

MGB Wealth Management held 3,047 shares of Wheaton Precious Metals worth $358K as of Q4 2025.
MGB Wealth Management bought 402 Wheaton Precious Metals shares in Q4 2025, an estimated $43K.
Wheaton Precious Metals made up 0.1% of MGB Wealth Management's portfolio in Q4 2025, its #162 holding.
MGB Wealth Management first reported a position in Wheaton Precious Metals in Q2 2025 and has held it in 3 quarters since.
809 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.