Stephens Consulting’s Wheaton Precious Metals WPM Stock Holding History

Stephens Consulting’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 Q4	$80K	Buy	681 +200	+42%	+$21.4K	0.03%	113
2025 Q3	$53.8K	Hold	481	–	–	0.02%	131
2025 Q2	$43.2K	Hold	481	–	–	0.01%	205
2025 Q1	$37.3K	Hold	481	–	–	0.01%	211
2024 Q4	$27.1K	Hold	481	–	–	0.01%	240
2024 Q3	$29.4K	Hold	481	–	–	0.01%	233
2024 Q2	$25.2K	Hold	481	–	–	0.01%	245
2024 Q1	$22.7K	Hold	481	–	–	0.01%	235
2023 Q4	$23.7K	Buy	+481	New	+$21.8K	0.01%	235

Other funds holding WPM

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

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Stephens Consulting's WPM Position: Q4 2025 in Review

Stephens Consulting increased its Wheaton Precious Metals (WPM) stake by 42% in Q4 2025, buying an estimated $21.4K and bringing the position to 681 shares worth $80K. The position accounts for 0.03% of the portfolio, ranked #113.

Stephens Consulting first reported a position in WPM in Q4 2023 and has held it in 9 quarters since. 809 funds tracked by Wall St. Rank hold WPM as of Q4 2025.

Stephens Consulting held 681 shares of Wheaton Precious Metals worth $80K as of Q4 2025.
Stephens Consulting bought 200 Wheaton Precious Metals shares in Q4 2025, an estimated $21.4K.
Wheaton Precious Metals made up 0.03% of Stephens Consulting's portfolio in Q4 2025, its #113 holding.
Stephens Consulting first reported a position in Wheaton Precious Metals in Q4 2023 and has held it in 9 quarters since.
809 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.