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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
2021
Q2 		– Sell
-250
Closed -$955K – 897
2021
Q1 		$955K Buy
+250
New +$9.92K 0.1% 203

Other funds holding WPM

Capital World Investors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Norges Bank Oslo, Norway $935B AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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. 685 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.
  • 685 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.