Wealthquest’s Wheaton Precious Metals WPM Stock Holding History

Wealthquest’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	–	Sell	-2,746	Closed	-$213K	–	142
2025 Q1	$213K	Buy	+2,746	New	+$183K	0.02%	127
2024 Q1	–	Sell	-4,098	Closed	-$202K	–	141
2023 Q4	$202K	Buy	+4,098	New	+$185K	0.02%	134

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

Wealthquest's WPM Position: Q2 2025 in Review

Wealthquest sold out of Wheaton Precious Metals (WPM) in Q2 2025, closing a stake of 2,746 shares — an estimated $213K sold.

Wealthquest first reported a position in WPM in Q4 2023 and held it in 2 quarters. The position peaked at $213K in Q1 2025. 685 funds tracked by Wall St. Rank hold WPM as of Q2 2025.

Wealthquest reported no remaining Wheaton Precious Metals position as of Q2 2025 after selling out during the quarter.
Wealthquest sold 2,746 Wheaton Precious Metals shares in Q2 2025, an estimated $213K.
Wealthquest first reported a position in Wheaton Precious Metals in Q4 2023 and held it in 2 quarters.
Wealthquest's Wheaton Precious Metals position peaked at $213K in Q1 2025.
685 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2025.

Based on Wealthquest's 13F filing for Q2 2025, filed 13 Aug 2025.