NewSquare Capital’s Wheaton Precious Metals WPM Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-126	Closed	-$11.3K	–	1244
2025 Q2	$11.3K	Buy	126 +77	+157%	+$6.48K	﹤0.01%	618
2025 Q1	$3.8K	Buy	+49	New	+$3.27K	﹤0.01%	739
2024 Q2	–	Sell	-78	Closed	-$3.68K	–	465
2024 Q1	$3.68K	Hold	78	–	–	﹤0.01%	316
2023 Q4	$3.85K	Hold	78	–	–	﹤0.01%	338
2023 Q3	$3.16K	Sell	78 -718	-90%	-$31K	﹤0.01%	417
2023 Q2	$34.4K	Hold	796	–	–	﹤0.01%	217
2023 Q1	$38.3K	Buy	796 +156	+24%	+$6.82K	﹤0.01%	205
2022 Q4	$25K	Buy	+640	New	+$23.1K	﹤0.01%	210
2020 Q3	–	Sell	-31,740	Closed	-$1.4M	–	414
2020 Q2	$1.4M	Buy	+31,740	New	+$1.25M	0.24%	94
2013 Q3	–	Sell	-2,500	Closed	-$49K	–	252
2013 Q2	$49K	Buy	+2,500	New	+$59.5K	0.02%	116

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

NewSquare Capital's WPM Position: Q3 2025 in Review

NewSquare Capital sold out of Wheaton Precious Metals (WPM) in Q3 2025, closing a stake of 126 shares — an estimated $11.3K sold.

NewSquare Capital first reported a position in WPM in Q2 2013 and held it in 10 quarters. The position peaked at $1.4M in Q2 2020. 752 funds tracked by Wall St. Rank hold WPM as of Q3 2025.

NewSquare Capital reported no remaining Wheaton Precious Metals position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 126 Wheaton Precious Metals shares in Q3 2025, an estimated $11.3K.
NewSquare Capital first reported a position in Wheaton Precious Metals in Q2 2013 and held it in 10 quarters.
NewSquare Capital's Wheaton Precious Metals position peaked at $1.4M in Q2 2020.
752 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.