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Mount Yale Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History

Mount Yale Investment Advisors’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 		– Sell
-200
Closed -$432 – 592
2024
Q4 		$432 Buy
+200
New +$12.4K ﹤0.01% 553

Other funds holding WPM

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Vanguard Group
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First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Mount Yale Investment Advisors's WPM Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Wheaton Precious Metals (WPM) in Q3 2025, closing a stake of 109 shares — an estimated $9.79K sold.

Mount Yale Investment Advisors first reported a position in WPM in Q1 2018 and held it in 4 quarters. The position peaked at $70K in Q2 2018. 749 funds tracked by Wall St. Rank hold WPM as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Wheaton Precious Metals position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 109 Wheaton Precious Metals shares in Q3 2025, an estimated $9.79K.
  • Mount Yale Investment Advisors first reported a position in Wheaton Precious Metals in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Wheaton Precious Metals position peaked at $70K in Q2 2018.
  • 749 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.