Ridgewood Investments’s Wheaton Precious Metals WPM Stock Holding History

Ridgewood Investments’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 Q3	–	Sell	-300	Closed	-$26.9K	–	703
2025 Q2	$26.9K	Hold	300	–	–	0.01%	409
2025 Q1	$23.3K	Sell	300 -300	-50%	-$20K	0.01%	408
2024 Q4	$33.7K	Hold	600	–	–	0.02%	369
2024 Q3	$36.6K	Hold	600	–	–	0.02%	357
2024 Q2	$31.5K	Buy	+600	New	+$32.1K	0.02%	390
2023 Q3	–	Sell	-455	Closed	-$19.7K	–	784
2023 Q2	$19.7K	Hold	455	–	–	0.01%	446
2023 Q1	$21.9K	Buy	+455	New	+$19.9K	0.01%	449

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Ridgewood Investments's WPM Position: Q3 2025 in Review

Ridgewood Investments sold out of Wheaton Precious Metals (WPM) in Q3 2025, closing a stake of 300 shares — an estimated $26.9K sold.

Ridgewood Investments first reported a position in WPM in Q1 2023 and held it in 7 quarters. The position peaked at $36.6K in Q3 2024. 752 funds tracked by Wall St. Rank hold WPM as of Q3 2025.

Ridgewood Investments reported no remaining Wheaton Precious Metals position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 300 Wheaton Precious Metals shares in Q3 2025, an estimated $26.9K.
Ridgewood Investments first reported a position in Wheaton Precious Metals in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's Wheaton Precious Metals position peaked at $36.6K in Q3 2024.
752 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.