Well Done LLC’s Wheaton Precious Metals WPM Stock Holding History

Well Done LLC’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 Q2	$375K	Sell	3,338 -845	-20%	-$110K	0.05%	148
2026 Q1	$548K	Buy	4,183 +1,835	+78%	+$255K	0.08%	115
2025 Q4	$276K	Buy	+2,348	New	+$251K	0.04%	160
2025 Q2	–	Sell	-65,645	Closed	-$3.69M	–	192
2025 Q1	$3.69M	Buy	65,645 +27,537	+72%	+$1.84M	0.67%	34
2024 Q4	$2.33M	Hold	38,108	–	–	0.43%	43
2024 Q3	$2.33M	Buy	38,108 +24,196	+174%	+$1.44M	0.43%	43
2024 Q2	$729K	Buy	13,912 +345	+3%	+$18.4K	0.15%	87
2024 Q1	$639K	Buy	13,567 +5,281	+64%	+$239K	0.13%	96
2023 Q4	$409K	Buy	8,286 +184	+2%	+$8.32K	0.08%	125
2023 Q3	$329K	Buy	8,102 +832	+11%	+$35.9K	0.07%	123
2023 Q2	$314K	Buy	+7,270	New	+$345K	0.07%	125
2022 Q2	–	Sell	-4,412	Closed	-$210K	–	201
2022 Q1	$210K	Buy	+4,412	New	+$192K	0.04%	179
2021 Q3	–	Sell	-26,271	Closed	-$1.16M	–	180
2021 Q2	$1.16M	Buy	26,271 +1,187	+5%	+$52.8K	0.26%	60
2021 Q1	$958K	Buy	+25,084	New	+$995K	0.22%	66

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Well Done LLC's WPM Position: Q2 2026 in Review

Well Done LLC reduced its Wheaton Precious Metals (WPM) stake by 20% in Q2 2026, selling an estimated $110K and leaving 3,338 shares worth $375K. The position accounts for 0.05% of the portfolio, ranked #148.

Well Done LLC first reported a position in WPM in Q1 2021 and has held it in 14 quarters since. The position peaked at $3.69M in Q1 2025. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Well Done LLC held 3,338 shares of Wheaton Precious Metals worth $375K as of Q2 2026.
Well Done LLC sold 845 Wheaton Precious Metals shares in Q2 2026, an estimated $110K.
Wheaton Precious Metals made up 0.05% of Well Done LLC's portfolio in Q2 2026, its #148 holding.
Well Done LLC first reported a position in Wheaton Precious Metals in Q1 2021 and has held it in 14 quarters since.
Well Done LLC's Wheaton Precious Metals position peaked at $3.69M in Q1 2025.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.