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

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 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

Royal Bank of Canada

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

Fidelity International

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

Capital International Investors

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

TD Asset Management

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

Mirae Asset Global ETFs Holdings

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