Sigma Planning Corp’s Wheaton Precious Metals WPM Stock Holding History

Sigma Planning Corp’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 Q1	$1.25M	Buy	+9,574	New	+$1.33M	0.03%	483
2022 Q2	–	Sell	-4,285	Closed	-$204K	–	1450
2022 Q1	$204K	Buy	+4,285	New	+$186K	0.01%	1254
2021 Q3	–	Sell	-19,801	Closed	-$873K	–	1507
2021 Q2	$873K	Buy	19,801 +11,694	+144%	+$520K	0.03%	606
2021 Q1	$310K	Buy	+8,107	New	+$322K	0.01%	971
2020 Q3	–	Sell	-5,542	Closed	-$244K	–	1174
2020 Q2	$244K	Sell	5,542 -24,200	-81%	-$952K	0.01%	863
2020 Q1	$819K	Buy	+29,742	New	+$858K	0.05%	363
2018 Q4	–	Sell	-10,089	Closed	-$177K	–	989
2018 Q3	$177K	Buy	+10,089	New	+$193K	0.01%	890
2017 Q1	–	Sell	-10,995	Closed	-$212K	–	819
2016 Q4	$212K	Sell	10,995 -614	-5%	-$12.8K	0.02%	623
2016 Q3	$314K	Buy	11,609 +2,162	+23%	+$59.5K	0.04%	502
2016 Q2	$222K	Sell	9,447 -32,939	-78%	-$635K	0.03%	581
2016 Q1	$703K	Sell	42,386 -10,327	-20%	-$150K	0.1%	239
2015 Q4	$655K	Sell	52,713 -1,795	-3%	-$23.7K	0.09%	246
2015 Q3	$655K	Sell	54,508 -5,033	-8%	-$65.7K	0.1%	229
2015 Q2	$1.03M	Buy	59,541 +4,453	+8%	+$85.6K	0.14%	175
2015 Q1	$1.05M	Sell	55,088 -2,118	-4%	-$45.1K	0.14%	181
2014 Q4	$1.16M	Buy	+57,206	New	+$1.14M	0.15%	158

Other funds holding WPM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return