Tyler-Stone Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Tyler-Stone Wealth 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
2025 Q2	$384K	Buy	4,274 +13	+0.3%	+$1.09K	0.06%	225
2025 Q1	$331K	Hold	4,261	–	–	0.06%	240
2024 Q4	$240K	Buy	4,261 +8	+0.2%	+$496	0.04%	288
2024 Q3	$260K	Buy	4,253 +2,131	+100%	+$127K	0.05%	274
2024 Q2	$111K	Sell	2,122 -1,473	-41%	-$78.8K	0.05%	271
2024 Q1	$169K	Hold	3,595	–	–	0.08%	209
2023 Q4	$177K	Buy	3,595 +9	+0.3%	+$407	0.09%	187
2023 Q3	$145K	Buy	3,586 +9	+0.3%	+$388	0.08%	195
2023 Q2	$155K	Buy	+3,577	New	+$170K	0.09%	193
2022 Q4	$152K	Buy	3,902 +11	+0.3%	+$398	0.1%	177
2022 Q3	$126K	Sell	3,891 -633	-14%	-$20.8K	0.1%	187
2022 Q2	$163K	Buy	4,524 +23	+0.5%	+$998	0.11%	169
2022 Q1	$214K	Hold	4,501	–	–	0.12%	159
2021 Q4	$193K	Buy	+4,501	New	+$185K	0.1%	189

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Tyler-Stone Wealth Management's WPM Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Wheaton Precious Metals (WPM) stake by 0.31% in Q2 2025, buying an estimated $1.09K and bringing the position to 4,274 shares worth $384K. The position accounts for 0.06% of the portfolio, ranked #225.

Tyler-Stone Wealth Management first reported a position in WPM in Q4 2021 and has held it in 14 quarters since. 685 funds tracked by Wall St. Rank hold WPM as of Q2 2025.

Tyler-Stone Wealth Management held 4,274 shares of Wheaton Precious Metals worth $384K as of Q2 2025.
Tyler-Stone Wealth Management bought 13 Wheaton Precious Metals shares in Q2 2025, an estimated $1.09K.
Wheaton Precious Metals made up 0.06% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #225 holding.
Tyler-Stone Wealth Management first reported a position in Wheaton Precious Metals in Q4 2021 and has held it in 14 quarters since.
685 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.