Sonora Investment Management Group’s Wheaton Precious Metals WPM Stock Holding History

Sonora Investment Management Group’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	$5.11M	Sell	45,704 -801	-2%	-$78.3K	0.36%	66
2025 Q2	$4.18M	Sell	46,505 -400	-0.9%	-$33.7K	0.31%	71
2025 Q1	$3.64M	Sell	46,905 -2,785	-6%	-$186K	0.29%	77
2024 Q4	$2.79M	Sell	49,690 -1,285	-3%	-$79.6K	0.21%	91
2024 Q3	$3.11M	Sell	50,975 -2,556	-5%	-$152K	0.23%	88
2024 Q2	$2.52M	Hold	53,531	–	–	0.2%	100
2024 Q1	$2.52M	Sell	53,531 -2,504	-4%	-$113K	0.2%	100
2023 Q4	$2.76M	Sell	56,035 -3,198	-5%	-$145K	0.22%	99
2023 Q3	$2.4M	Buy	59,233 +62	+0.1%	+$2.67K	0.21%	103
2023 Q2	$2.56M	Sell	59,171 -1,820	-3%	-$86.5K	0.21%	102
2023 Q1	$2.94M	Sell	60,991 -745	-1%	-$32.6K	0.26%	97
2022 Q4	$2.41M	Buy	61,736 +1,316	+2%	+$47.6K	0.22%	101
2022 Q3	$2.18M	Hold	60,420	–	–	0.28%	77
2022 Q2	$2.18M	Sell	60,420 -1,120	-2%	-$48.6K	0.21%	104
2022 Q1	$2.93M	Buy	61,540 +1,283	+2%	+$55.8K	0.33%	81
2021 Q4	$2.59M	Buy	+60,257	New	+$2.48M	0.3%	80

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Sonora Investment Management Group's WPM Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Wheaton Precious Metals (WPM) stake by 1.7% in Q3 2025, selling an estimated $78.3K and leaving 45,704 shares worth $5.11M. The position accounts for 0.36% of the portfolio, ranked #66.

Sonora Investment Management Group first reported a position in WPM in Q4 2021 and has held it in 16 quarters since. 751 funds tracked by Wall St. Rank hold WPM as of Q3 2025.

Sonora Investment Management Group held 45,704 shares of Wheaton Precious Metals worth $5.11M as of Q3 2025.
Sonora Investment Management Group sold 801 Wheaton Precious Metals shares in Q3 2025, an estimated $78.3K.
Wheaton Precious Metals made up 0.36% of Sonora Investment Management Group's portfolio in Q3 2025, its #66 holding.
Sonora Investment Management Group first reported a position in Wheaton Precious Metals in Q4 2021 and has held it in 16 quarters since.
751 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.