Pathway Financial Advisers’s Wheaton Precious Metals WPM Stock Holding History

Pathway Financial Advisers’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 Q4	–	Sell	-253	Closed	-$28.3K	–	361
2025 Q3	$28.3K	Buy	+253	New	+$24.7K	0.01%	278
2025 Q1	–	Sell	-253	Closed	-$14.2K	–	424
2024 Q4	$14.2K	Hold	253	–	–	﹤0.01%	329
2024 Q3	$15.4K	Hold	253	–	–	0.01%	268
2024 Q2	$13.2K	Buy	253 +1	+0.4%	+$53	﹤0.01%	322
2024 Q1	$11.9K	Sell	252 -402	-61%	-$18.2K	﹤0.01%	332
2023 Q4	$32.3K	Hold	654	–	–	0.01%	260
2023 Q3	$26.5K	Buy	+654	New	+$28.2K	0.01%	271
2023 Q1	$31.3K	Hold	650	–	–	0.01%	263
2022 Q4	$25.4K	Buy	+650	New	+$23.5K	0.01%	302

Other funds holding WPM

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Pathway Financial Advisers's WPM Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Wheaton Precious Metals (WPM) in Q4 2025, closing a stake of 253 shares — an estimated $28.3K sold.

Pathway Financial Advisers first reported a position in WPM in Q4 2022 and held it in 9 quarters. The position peaked at $32.3K in Q4 2023. 810 funds tracked by Wall St. Rank hold WPM as of Q4 2025.

Pathway Financial Advisers reported no remaining Wheaton Precious Metals position as of Q4 2025 after selling out during the quarter.
Pathway Financial Advisers sold 253 Wheaton Precious Metals shares in Q4 2025, an estimated $28.3K.
Pathway Financial Advisers first reported a position in Wheaton Precious Metals in Q4 2022 and held it in 9 quarters.
Pathway Financial Advisers's Wheaton Precious Metals position peaked at $32.3K in Q4 2023.
810 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.