Principal Securities’s Wheaton Precious Metals WPM Stock Holding History

Principal Securities’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	-528	Closed	-$59.1K	–	3502
2025 Q3	$59.1K	Buy	528 +23	+5%	+$2.25K	﹤0.01%	1874
2025 Q2	$45.3K	Buy	505 +251	+99%	+$21.1K	﹤0.01%	1937
2025 Q1	$14.3K	Hold	254	–	–	﹤0.01%	2381
2024 Q4	$14.3K	Buy	254 +88	+53%	+$5.45K	﹤0.01%	2377
2024 Q3	$10.1K	Sell	166 -64	-28%	-$3.81K	﹤0.01%	2434
2024 Q2	$12.1K	Sell	230 -3	-1%	-$160	﹤0.01%	2310
2024 Q1	$11K	Sell	233 -562	-71%	-$25.4K	﹤0.01%	2284
2023 Q4	$39.2K	Buy	+795	New	+$36K	﹤0.01%	1600

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

Principal Securities's WPM Position: Q4 2025 in Review

Principal Securities sold out of Wheaton Precious Metals (WPM) in Q4 2025, closing a stake of 528 shares — an estimated $59.1K sold.

Principal Securities first reported a position in WPM in Q4 2023 and held it in 8 quarters. The position peaked at $59.1K in Q3 2025. 809 funds tracked by Wall St. Rank hold WPM as of Q4 2025.

Principal Securities reported no remaining Wheaton Precious Metals position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 528 Wheaton Precious Metals shares in Q4 2025, an estimated $59.1K.
Principal Securities first reported a position in Wheaton Precious Metals in Q4 2023 and held it in 8 quarters.
Principal Securities's Wheaton Precious Metals position peaked at $59.1K in Q3 2025.
809 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.