NWF Advisory Services’s Wheaton Precious Metals WPM Stock Holding History

NWF Advisory Services’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	-4,686	Closed	-$264K	–	428
2024 Q4	$264K	Buy	+4,686	New	+$290K	0.04%	211

Other funds holding WPM

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

NWF Advisory Services's WPM Position: Q1 2025 in Review

NWF Advisory Services sold out of Wheaton Precious Metals (WPM) in Q1 2025, closing a stake of 4,686 shares — an estimated $264K sold.

NWF Advisory Services first reported a position in WPM in Q4 2024 and held it in 1 quarter. The position peaked at $264K in Q4 2024. 665 funds tracked by Wall St. Rank hold WPM as of Q1 2025.

NWF Advisory Services reported no remaining Wheaton Precious Metals position as of Q1 2025 after selling out during the quarter.
NWF Advisory Services sold 4,686 Wheaton Precious Metals shares in Q1 2025, an estimated $264K.
NWF Advisory Services first reported a position in Wheaton Precious Metals in Q4 2024 and held it in 1 quarter.
NWF Advisory Services's Wheaton Precious Metals position peaked at $264K in Q4 2024.
665 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2025.

Based on NWF Advisory Services's 13F filing for Q1 2025, filed 12 Aug 2025.