Root Financial Partners’s Wheaton Precious Metals WPM Stock Holding History

Root Financial Partners’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 Q3	$38K	Buy	+284	New	+$37.6K	﹤0.01%	1223
2026 Q2	–	Sell	-263	Closed	-$34.5K	–	3186
2026 Q1	$34.5K	Buy	263 +2	+0.8%	+$278	﹤0.01%	1039
2025 Q4	$30.7K	Buy	261 +3	+1%	+$321	﹤0.01%	932
2025 Q3	$28.9K	Buy	+258	New	+$25.2K	﹤0.01%	912

Other funds holding WPM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Root Financial Partners's WPM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Wheaton Precious Metals (WPM) in Q3 2026: 284 shares worth $38K. The stake represents ﹤0.01% of the portfolio and ranks #1223 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WPM as recently as Q1 2026.

Root Financial Partners first reported a position in WPM in Q3 2025 and has held it in 4 quarters since. 528 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

Root Financial Partners held 284 shares of Wheaton Precious Metals worth $38K as of Q3 2026.
Wheaton Precious Metals was a new Root Financial Partners position in Q3 2026.
Wheaton Precious Metals made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1223 holding.
Root Financial Partners first reported a position in Wheaton Precious Metals in Q3 2025 and has held it in 4 quarters since.
528 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.