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TCFG Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

TCFG Wealth Management’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
2026
Q1 		$3.4M Sell
25,921
-370
-1% -$51.5K 1.27% 13
2025
Q4 		$3.09M Buy
26,291
+125
+0.5% +$13.4K 1.21% 12
2025
Q3 		$2.93M Sell
26,166
-90
-0.3% -$8.79K 1.15% 15
2025
Q2 		$2.36M Sell
26,256
-400
-2% -$33.7K 1.07% 14
2025
Q1 		$2.07M Hold
26,656
– – 1.04% 17
2024
Q4 		$1.5M Buy
26,656
+155
+0.6% +$9.6K 0.75% 27
2024
Q3 		$1.62M Buy
+26,501
New +$1.58M 0.81% 24

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TCFG Wealth Management's WPM Position: Q1 2026 in Review

TCFG Wealth Management reduced its Wheaton Precious Metals (WPM) stake by 1.4% in Q1 2026, selling an estimated $51.5K and leaving 25,921 shares worth $3.4M. The position accounts for 1.27% of the portfolio, ranked #13.

TCFG Wealth Management first reported a position in WPM in Q3 2024 and has held it in 7 quarters since. 858 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • TCFG Wealth Management held 25,921 shares of Wheaton Precious Metals worth $3.4M as of Q1 2026.
  • TCFG Wealth Management sold 370 Wheaton Precious Metals shares in Q1 2026, an estimated $51.5K.
  • Wheaton Precious Metals made up 1.27% of TCFG Wealth Management's portfolio in Q1 2026, its #13 holding.
  • TCFG Wealth Management first reported a position in Wheaton Precious Metals in Q3 2024 and has held it in 7 quarters since.
  • 858 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.