Rossby Financial’s Wheaton Precious Metals WPM Stock Holding History

Rossby Financial’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	$1.4M	Buy	10,494 +96	+0.9%	+$12.7K	0.21%	89
2026 Q2	$1.17M	Buy	10,398 +105	+1%	+$13.7K	0.21%	90
2026 Q1	$1.41M	Buy	10,293 +149	+1%	+$20.7K	0.29%	68
2025 Q4	$1.19M	Sell	10,144 -61	-0.6%	-$6.53K	0.37%	47
2025 Q3	$1.14M	Buy	10,205 +621	+6%	+$60.7K	0.37%	50
2025 Q2	$861K	Sell	9,584 -50	-0.5%	-$4.21K	0.32%	60
2025 Q1	$787K	Sell	9,634 -1,085	-10%	-$72.4K	0.33%	57
2024 Q4	$603K	Buy	+10,719	New	+$664K	0.37%	66

Other funds holding WPM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

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

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Rossby Financial's WPM Position: Q3 2026 in Review

Rossby Financial increased its Wheaton Precious Metals (WPM) stake by 0.92% in Q3 2026, buying an estimated $12.7K and bringing the position to 10,494 shares worth $1.4M. The position accounts for 0.21% of the portfolio, ranked #89.

Rossby Financial first reported a position in WPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.41M in Q1 2026. 743 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

Rossby Financial held 10,494 shares of Wheaton Precious Metals worth $1.4M as of Q3 2026.
Rossby Financial bought 96 Wheaton Precious Metals shares in Q3 2026, an estimated $12.7K.
Wheaton Precious Metals made up 0.21% of Rossby Financial's portfolio in Q3 2026, its #89 holding.
Rossby Financial first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 8 quarters since.
Rossby Financial's Wheaton Precious Metals position peaked at $1.41M in Q1 2026.
743 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.