Turning Point Benefit Group’s Wheaton Precious Metals WPM Stock Holding History

Turning Point Benefit Group’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	$5.61M	Buy	56,707 +2,652	+5%	+$369K	3.57%	5
2025 Q4	$6.35M	Buy	54,055 +1,537	+3%	+$165K	3.32%	6
2025 Q3	$5.85M	Sell	52,518 -1,621	-3%	-$158K	3.53%	5
2025 Q2	$4.86M	Sell	54,139 -1,256	-2%	-$106K	3.68%	6
2025 Q1	$3.92M	Sell	55,395 -2,577	-4%	-$172K	3.66%	5
2024 Q4	$3.25M	Buy	+57,972	New	+$3.59M	3.09%	6

Other funds holding WPM

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

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

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

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 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Turning Point Benefit Group's WPM Position: Q1 2026 in Review

Turning Point Benefit Group increased its Wheaton Precious Metals (WPM) stake by 4.9% in Q1 2026, buying an estimated $369K and bringing the position to 56,707 shares worth $5.61M. The position accounts for 3.57% of the portfolio, ranked #5.

Turning Point Benefit Group first reported a position in WPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.35M in Q4 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Turning Point Benefit Group held 56,707 shares of Wheaton Precious Metals worth $5.61M as of Q1 2026.
Turning Point Benefit Group bought 2,652 Wheaton Precious Metals shares in Q1 2026, an estimated $369K.
Wheaton Precious Metals made up 3.57% of Turning Point Benefit Group's portfolio in Q1 2026, its #5 holding.
Turning Point Benefit Group first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 6 quarters since.
Turning Point Benefit Group's Wheaton Precious Metals position peaked at $6.35M in Q4 2025.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.