Summit Securities Group’s Wheaton Precious Metals WPM Stock Holding History

Summit Securities 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 Q2	–	Sell	-824	Closed	-$64K	–	1470
2025 Q1	$64K	Buy	+824	New	+$55K	0.01%	292
2024 Q1	–	Sell	-344	Closed	-$17K	–	945
2023 Q4	$17K	Buy	+344	New	+$15.6K	﹤0.01%	484
2022 Q1	–	Sell	-14,001	Closed	-$601K	–	1397
2021 Q4	$601K	Buy	14,001 +4,801	+52%	+$198K	0.03%	327
2021 Q3	$346K	Buy	+9,200	New	+$401K	0.03%	494

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 $60.8B AUM 26.63% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Summit Securities Group's WPM Position: Q2 2025 in Review

Summit Securities Group sold out of Wheaton Precious Metals (WPM) in Q2 2025, closing a stake of 824 shares — an estimated $64K sold.

Summit Securities Group first reported a position in WPM in Q3 2021 and held it in 4 quarters. The position peaked at $601K in Q4 2021. 688 funds tracked by Wall St. Rank hold WPM as of Q2 2025.

Summit Securities Group reported no remaining Wheaton Precious Metals position as of Q2 2025 after selling out during the quarter.
Summit Securities Group sold 824 Wheaton Precious Metals shares in Q2 2025, an estimated $64K.
Summit Securities Group first reported a position in Wheaton Precious Metals in Q3 2021 and held it in 4 quarters.
Summit Securities Group's Wheaton Precious Metals position peaked at $601K in Q4 2021.
688 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.