SimplyRich’s Wheaton Precious Metals WPM Stock Holding History

SimplyRich’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	$550K	Hold	4,201	–	–	0.14%	145
2025 Q4	$493K	Hold	4,201	–	–	0.13%	138
2025 Q3	$469K	Hold	4,201	–	–	0.13%	143
2025 Q2	$377K	Hold	4,201	–	–	0.11%	162
2025 Q1	$326K	Hold	4,201	–	–	0.09%	172
2024 Q4	$236K	Hold	4,201	–	–	0.07%	204
2024 Q3	$256K	Hold	4,201	–	–	0.07%	202
2024 Q2	$220K	Buy	+4,201	New	+$225K	0.07%	171
2024 Q1	–	Sell	-4,201	Closed	-$207K	–	184
2023 Q4	$207K	Buy	+4,201	New	+$190K	0.07%	170
2023 Q2	–	Sell	-4,201	Closed	-$202K	–	179
2023 Q1	$202K	Buy	+4,201	New	+$184K	0.08%	173
2020 Q4	–	Sell	-4,201	Closed	-$206K	–	157
2020 Q3	$206K	Buy	+4,201	New	+$214K	0.1%	139

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

SimplyRich's WPM Position: Q1 2026 in Review

SimplyRich held its Wheaton Precious Metals (WPM) position steady in Q1 2026 at 4,201 shares worth $550K. The position accounts for 0.14% of the portfolio, ranked #145.

SimplyRich first reported a position in WPM in Q3 2020 and has held it in 11 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

SimplyRich held 4,201 shares of Wheaton Precious Metals worth $550K as of Q1 2026.
SimplyRich left its Wheaton Precious Metals share count unchanged in Q1 2026.
Wheaton Precious Metals made up 0.14% of SimplyRich's portfolio in Q1 2026, its #145 holding.
SimplyRich first reported a position in Wheaton Precious Metals in Q3 2020 and has held it in 11 quarters since.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.