OneDigital Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History

OneDigital 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
2026 Q1	$513K	Sell	3,914 -37	-0.9%	-$5.15K	0.01%	941
2025 Q4	$464K	Sell	3,951 -23	-0.6%	-$2.46K	﹤0.01%	982
2025 Q3	$444K	Buy	3,974 +25	+0.6%	+$2.44K	﹤0.01%	988
2025 Q2	$355K	Sell	3,949 -22	-0.6%	-$1.85K	﹤0.01%	1067
2025 Q1	$308K	Buy	3,971 +91	+2%	+$6.07K	﹤0.01%	1086
2024 Q4	$218K	Sell	3,880 -461	-11%	-$28.6K	﹤0.01%	1289
2024 Q3	$265K	Sell	4,341 -181	-4%	-$10.8K	﹤0.01%	1226
2024 Q2	$237K	Buy	4,522 +61	+1%	+$3.26K	﹤0.01%	1212
2024 Q1	$210K	Buy	+4,461	New	+$202K	﹤0.01%	1026
2017 Q4	–	Sell	-200	Closed	-$4K	–	1277
2017 Q3	$4K	Hold	200	–	–	﹤0.01%	928
2017 Q2	$4K	Buy	+200	New	+$4.09K	﹤0.01%	1099

Other funds holding WPM

Capital World Investors

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return