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Strategic Financial Concepts’s Wheaton Precious Metals WPM Stock Holding History

Strategic Financial Concepts’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 		– Sell
-2,697
Closed -$302K – 305
2025
Q3 		$302K Buy
+2,697
New +$264K 0.04% 194

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Fidelity Investments
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First Eagle Investment Management
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VanEck Associates
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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 $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Strategic Financial Concepts's WPM Position: Q4 2025 in Review

Strategic Financial Concepts sold out of Wheaton Precious Metals (WPM) in Q4 2025, closing a stake of 2,697 shares — an estimated $302K sold.

Strategic Financial Concepts first reported a position in WPM in Q3 2025 and held it in 1 quarter. The position peaked at $302K in Q3 2025. 809 funds tracked by Wall St. Rank hold WPM as of Q4 2025.

  • Strategic Financial Concepts reported no remaining Wheaton Precious Metals position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 2,697 Wheaton Precious Metals shares in Q4 2025, an estimated $302K.
  • Strategic Financial Concepts first reported a position in Wheaton Precious Metals in Q3 2025 and held it in 1 quarter.
  • Strategic Financial Concepts's Wheaton Precious Metals position peaked at $302K in Q3 2025.
  • 809 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.