United Advisor Group’s Wheaton Precious Metals WPM Stock Holding History

United Advisor 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	$607K	Sell	4,630 -190	-4%	-$26.4K	0.08%	249
2025 Q4	$566K	Sell	4,820 -89	-2%	-$9.53K	0.07%	254
2025 Q3	$549K	Buy	4,909 +401	+9%	+$39.2K	0.07%	248
2025 Q2	$405K	Sell	4,508 -229	-5%	-$19.3K	0.07%	262
2025 Q1	$368K	Sell	4,737 -300	-6%	-$20K	0.08%	240
2024 Q4	$283K	Buy	5,037 +1	+0%	+$62	0.06%	304
2024 Q3	$308K	Buy	5,036 +221	+5%	+$13.1K	0.07%	275
2024 Q2	$252K	Buy	+4,815	New	+$257K	0.08%	227

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

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 $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B 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