Orion Portfolio Solutions’s Wheaton Precious Metals WPM Stock Holding History

Orion Portfolio Solutions’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	$445K	Sell	5,737 -383	-6%	-$25.6K	﹤0.01%	1468
2024 Q4	$344K	Buy	6,120 +258	+4%	+$16K	﹤0.01%	1490
2024 Q3	$358K	Sell	5,862 -1,373	-19%	-$81.7K	﹤0.01%	1450
2024 Q2	$379K	Sell	7,235 -62	-0.8%	-$3.31K	﹤0.01%	1374
2024 Q1	$344K	Sell	7,297 -339	-4%	-$15.3K	﹤0.01%	1409
2023 Q4	$366K	Sell	7,636 -38	-0.5%	-$1.72K	﹤0.01%	1329
2023 Q3	$311K	Sell	7,674 -473	-6%	-$20.4K	﹤0.01%	1364
2023 Q2	$352K	Buy	8,147 +592	+8%	+$28.1K	﹤0.01%	1347
2023 Q1	$364K	Buy	+7,555	New	+$330K	﹤0.01%	1272
2020 Q3	–	Sell	-72	Closed	-$3K	–	2059
2020 Q2	$3K	Hold	72	–	–	﹤0.01%	1701
2020 Q1	$2K	Sell	72 -584	-89%	-$16.9K	﹤0.01%	1637
2019 Q4	$20K	Buy	+656	New	+$17.9K	﹤0.01%	779

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Orion Portfolio Solutions's WPM Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Wheaton Precious Metals (WPM) stake by 6.3% in Q1 2025, selling an estimated $25.6K and leaving 5,737 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

Orion Portfolio Solutions first reported a position in WPM in Q4 2019 and has held it in 12 quarters since. 662 funds tracked by Wall St. Rank hold WPM as of Q1 2025.

Orion Portfolio Solutions held 5,737 shares of Wheaton Precious Metals worth $445K as of Q1 2025.
Orion Portfolio Solutions sold 383 Wheaton Precious Metals shares in Q1 2025, an estimated $25.6K.
Wheaton Precious Metals made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1468 holding.
Orion Portfolio Solutions first reported a position in Wheaton Precious Metals in Q4 2019 and has held it in 12 quarters since.
662 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.