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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
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

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Total Wealth Planning & Management's WPM Position: Q1 2026 in Review

Total Wealth Planning & Management held its Wheaton Precious Metals (WPM) position steady in Q1 2026 at 4,107 shares worth $538K. The position accounts for 0.4% of the portfolio, ranked #84.

Total Wealth Planning & Management first reported a position in WPM in Q4 2024 and has held it in 5 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Total Wealth Planning & Management held 4,107 shares of Wheaton Precious Metals worth $538K as of Q1 2026.
  • Total Wealth Planning & Management left its Wheaton Precious Metals share count unchanged in Q1 2026.
  • Wheaton Precious Metals made up 0.4% of Total Wealth Planning & Management's portfolio in Q1 2026, its #84 holding.
  • Total Wealth Planning & Management first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 5 quarters since.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.