Whipplewood Advisors’s Wheaton Precious Metals WPM Stock Holding History

Whipplewood Advisors’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 Q1	–	Sell	-100	Closed	-$5.62K	–	1237
2024 Q4	$5.62K	Buy	+100	New	+$6.19K	﹤0.01%	674

Other funds holding WPM

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

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

VanEck Associates New York $164B AUM 112.45% 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

Whipplewood Advisors's WPM Position: Q1 2025 in Review

Whipplewood Advisors sold out of Wheaton Precious Metals (WPM) in Q1 2025, closing a stake of 100 shares — an estimated $5.62K sold.

Whipplewood Advisors first reported a position in WPM in Q4 2024 and held it in 1 quarter. The position peaked at $5.62K in Q4 2024. 665 funds tracked by Wall St. Rank hold WPM as of Q1 2025.

Whipplewood Advisors reported no remaining Wheaton Precious Metals position as of Q1 2025 after selling out during the quarter.
Whipplewood Advisors sold 100 Wheaton Precious Metals shares in Q1 2025, an estimated $5.62K.
Whipplewood Advisors first reported a position in Wheaton Precious Metals in Q4 2024 and held it in 1 quarter.
Whipplewood Advisors's Wheaton Precious Metals position peaked at $5.62K in Q4 2024.
665 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2025.

Based on Whipplewood Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.