Western Pacific Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Western Pacific 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
2024 Q4	–	Sell	-1,732	Closed	-$106K	–	269
2024 Q3	$106K	Buy	1,732 +212	+14%	+$12.6K	0.07%	116
2024 Q2	$79.7K	Buy	1,520 +189	+14%	+$10.1K	0.06%	117
2024 Q1	$62.7K	Buy	1,331 +218	+20%	+$9.85K	0.05%	132
2023 Q4	$54.9K	Buy	1,113 +359	+48%	+$16.2K	0.04%	139
2023 Q3	$30.6K	Hold	754	–	–	0.03%	165
2023 Q2	$32.6K	Buy	+754	New	+$35.8K	0.02%	164

Other funds holding WPM

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Western Pacific Wealth Management's WPM Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of Wheaton Precious Metals (WPM) in Q4 2024, closing a stake of 1,732 shares — an estimated $106K sold.

Western Pacific Wealth Management first reported a position in WPM in Q2 2023 and held it in 6 quarters. The position peaked at $106K in Q3 2024. 628 funds tracked by Wall St. Rank hold WPM as of Q4 2024.

Western Pacific Wealth Management reported no remaining Wheaton Precious Metals position as of Q4 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 1,732 Wheaton Precious Metals shares in Q4 2024, an estimated $106K.
Western Pacific Wealth Management first reported a position in Wheaton Precious Metals in Q2 2023 and held it in 6 quarters.
Western Pacific Wealth Management's Wheaton Precious Metals position peaked at $106K in Q3 2024.
628 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.