Transatlantique Private Wealth’s Wheaton Precious Metals WPM Stock Holding History

Transatlantique Private Wealth’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
2025 Q4	$861K	Sell	7,324 -289	-4%	-$30.9K	0.27%	107
2025 Q3	$851K	Sell	7,613 -189	-2%	-$18.5K	0.28%	104
2025 Q2	$701K	Sell	7,802 -477	-6%	-$40.2K	0.26%	117
2025 Q1	$643K	Sell	8,279 -302	-4%	-$20.2K	0.26%	121
2024 Q4	$483K	Hold	8,581	–	–	0.18%	151
2024 Q3	$524K	Sell	8,581 -50	-0.6%	-$2.97K	0.2%	149
2024 Q2	$452K	Hold	8,631	–	–	0.18%	144
2024 Q1	$407K	Buy	8,631 +823	+11%	+$37.2K	0.18%	166
2023 Q4	$385K	Hold	7,808	–	–	0.18%	167
2023 Q3	$317K	Buy	7,808 +270	+4%	+$11.6K	0.17%	167
2023 Q2	$326K	Buy	7,538 +579	+8%	+$27.5K	0.17%	169
2023 Q1	$335K	Buy	+6,959	New	+$304K	0.19%	162
2022 Q4	–	Sell	-6,906	Closed	-$223K	–	214
2022 Q3	$223K	Buy	6,906 +512	+8%	+$16.8K	0.15%	193
2022 Q2	$230K	Buy	+6,394	New	+$277K	0.16%	181

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Transatlantique Private Wealth's WPM Position: Q4 2025 in Review

Transatlantique Private Wealth reduced its Wheaton Precious Metals (WPM) stake by 3.8% in Q4 2025, selling an estimated $30.9K and leaving 7,324 shares worth $861K. The position accounts for 0.27% of the portfolio, ranked #107.

Transatlantique Private Wealth first reported a position in WPM in Q2 2022 and has held it in 14 quarters since. 810 funds tracked by Wall St. Rank hold WPM as of Q4 2025.

Transatlantique Private Wealth held 7,324 shares of Wheaton Precious Metals worth $861K as of Q4 2025.
Transatlantique Private Wealth sold 289 Wheaton Precious Metals shares in Q4 2025, an estimated $30.9K.
Wheaton Precious Metals made up 0.27% of Transatlantique Private Wealth's portfolio in Q4 2025, its #107 holding.
Transatlantique Private Wealth first reported a position in Wheaton Precious Metals in Q2 2022 and has held it in 14 quarters since.
810 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.