Total Wealth Planning & Management’s Wheaton Precious Metals WPM Stock Holding History

Total Wealth Planning & 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 Q3	$543K	Sell	4,057 -50	-1%	-$6.62K	0.4%	81
2026 Q2	$461K	Hold	4,107	–	–	0.31%	113
2026 Q1	$538K	Hold	4,107	–	–	0.4%	84
2025 Q4	$483K	Buy	+4,107	New	+$440K	0.36%	85
2025 Q2	$383K	Sell	4,265 -20	-0.5%	-$1.68K	0.31%	122
2025 Q1	$333K	Sell	4,285 -50	-1%	-$3.34K	0.32%	117
2024 Q4	$244K	Buy	+4,335	New	+$269K	0.22%	162

Other funds holding WPM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Total Wealth Planning & Management's WPM Position: Q3 2026 in Review

Total Wealth Planning & Management reduced its Wheaton Precious Metals (WPM) stake by 1.2% in Q3 2026, selling an estimated $6.62K and leaving 4,057 shares worth $543K. The position accounts for 0.4% of the portfolio, ranked #81.

Total Wealth Planning & Management first reported a position in WPM in Q4 2024 and has held it in 7 quarters since. 528 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

Total Wealth Planning & Management held 4,057 shares of Wheaton Precious Metals worth $543K as of Q3 2026.
Total Wealth Planning & Management sold 50 Wheaton Precious Metals shares in Q3 2026, an estimated $6.62K.
Wheaton Precious Metals made up 0.4% of Total Wealth Planning & Management's portfolio in Q3 2026, its #81 holding.
Total Wealth Planning & Management first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 7 quarters since.
528 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.