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PDS Planning’s Wheaton Precious Metals WPM Stock Holding History

PDS Planning’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 		$606K Sell
4,627
-162
-3% -$22.5K 0.04% 228
2025
Q4 		$563K Buy
4,789
+330
+7% +$35.3K 0.04% 237
2025
Q3 		$499K Buy
4,459
+10
+0.2% +$977 0.03% 252
2025
Q2 		$400K Sell
4,449
-48
-1% -$4.04K 0.03% 287
2025
Q1 		$349K Buy
4,497
+213
+5% +$14.2K 0.03% 287
2024
Q4 		$241K Sell
4,284
-145
-3% -$8.98K 0.02% 354
2024
Q3 		$271K Buy
4,429
+500
+13% +$29.7K 0.02% 323
2024
Q2 		$206K Buy
+3,929
New +$210K 0.02% 356

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
VCM
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 $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B 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

PDS Planning's WPM Position: Q1 2026 in Review

PDS Planning reduced its Wheaton Precious Metals (WPM) stake by 3.4% in Q1 2026, selling an estimated $22.5K and leaving 4,627 shares worth $606K. The position accounts for 0.04% of the portfolio, ranked #228.

PDS Planning first reported a position in WPM in Q2 2024 and has held it in 8 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • PDS Planning held 4,627 shares of Wheaton Precious Metals worth $606K as of Q1 2026.
  • PDS Planning sold 162 Wheaton Precious Metals shares in Q1 2026, an estimated $22.5K.
  • Wheaton Precious Metals made up 0.04% of PDS Planning's portfolio in Q1 2026, its #228 holding.
  • PDS Planning first reported a position in Wheaton Precious Metals in Q2 2024 and has held it in 8 quarters since.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.