Toth Financial Advisory’s Wheaton Precious Metals WPM Stock Holding History

Toth Financial Advisory’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	$13.8K	Hold	103	–	–	﹤0.01%	552
2026 Q2	$11.6K	Sell	103 -20	-16%	-$2.6K	﹤0.01%	566
2026 Q1	$16.1K	Buy	123 +83	+208%	+$11.5K	﹤0.01%	505
2025 Q4	$4.7K	Hold	40	–	–	﹤0.01%	643
2025 Q3	$4.47K	Hold	40	–	–	﹤0.01%	622
2025 Q2	$3.59K	Hold	40	–	–	﹤0.01%	585
2025 Q1	$3.11K	Hold	40	–	–	﹤0.01%	558
2024 Q4	$2.25K	Hold	40	–	–	﹤0.01%	571
2024 Q3	$2.44K	Hold	40	–	–	﹤0.01%	580
2024 Q2	$2.1K	Hold	40	–	–	﹤0.01%	601
2024 Q1	$1.89K	Hold	40	–	–	﹤0.01%	614
2023 Q4	$1.97K	Hold	40	–	–	﹤0.01%	620
2023 Q3	$1.62K	Hold	40	–	–	﹤0.01%	651
2023 Q2	$1.73K	Hold	40	–	–	﹤0.01%	652
2023 Q1	$1.93K	Hold	40	–	–	﹤0.01%	658
2022 Q4	$1.56K	Hold	40	–	–	﹤0.01%	616
2022 Q3	$1K	Buy	+40	New	+$1.31K	﹤0.01%	724
2022 Q2	–	Sell	-349	Closed	-$17K	–	780
2022 Q1	$17K	Hold	349	–	–	﹤0.01%	406
2021 Q4	$15K	Sell	349 -100	-22%	-$4.12K	﹤0.01%	441
2021 Q3	$17K	Hold	449	–	–	﹤0.01%	422
2021 Q2	$20K	Hold	449	–	–	﹤0.01%	378
2021 Q1	$17K	Hold	449	–	–	﹤0.01%	408
2020 Q4	$19K	Hold	449	–	–	﹤0.01%	352
2020 Q3	$22K	Buy	449 +349	+349%	+$17.8K	﹤0.01%	308
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	433
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	371
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	398
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	387
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	426
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	399
2018 Q4	$2K	Buy	+100	New	+$1.71K	﹤0.01%	382

Other funds holding WPM

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Toth Financial Advisory's WPM Position: Q3 2026 in Review

Toth Financial Advisory held its Wheaton Precious Metals (WPM) position steady in Q3 2026 at 103 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Toth Financial Advisory first reported a position in WPM in Q4 2018 and has held it in 31 quarters since. The position peaked at $22K in Q3 2020. 29 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

Toth Financial Advisory held 103 shares of Wheaton Precious Metals worth $13.8K as of Q3 2026.
Toth Financial Advisory left its Wheaton Precious Metals share count unchanged in Q3 2026.
Wheaton Precious Metals made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #552 holding.
Toth Financial Advisory first reported a position in Wheaton Precious Metals in Q4 2018 and has held it in 31 quarters since.
Toth Financial Advisory's Wheaton Precious Metals position peaked at $22K in Q3 2020.
29 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.