Net Worth Advisory Group’s Wheaton Precious Metals WPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
– Sell
-3,314
Closed -$371K – 475
2025
Q3
$371K Buy
+3,314
New +$324K 0.11% 210

Other funds holding WPM

Net Worth Advisory Group's WPM Position: Q4 2025 in Review

Net Worth Advisory Group sold out of Wheaton Precious Metals (WPM) in Q4 2025, closing a stake of 3,314 shares — an estimated $371K sold.

Net Worth Advisory Group first reported a position in WPM in Q3 2025 and held it in 1 quarter. The position peaked at $371K in Q3 2025. 814 funds tracked by Wall St. Rank hold WPM as of Q4 2025.

  • Net Worth Advisory Group reported no remaining Wheaton Precious Metals position as of Q4 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 3,314 Wheaton Precious Metals shares in Q4 2025, an estimated $371K.
  • Net Worth Advisory Group first reported a position in Wheaton Precious Metals in Q3 2025 and held it in 1 quarter.
  • Net Worth Advisory Group's Wheaton Precious Metals position peaked at $371K in Q3 2025.
  • 814 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2025.

Based on Net Worth Advisory Group's 13F filing for Q4 2025, filed 14 Jan 2026.