White Oak Capital Partners’s Wheaton Precious Metals WPM Stock Holding History

White Oak Capital Partners’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	-5,726	Closed	-$404K	–	17
2025 Q1	$404K	Sell	5,726 -260	-4%	-$17.3K	0.17%	13
2024 Q4	$336K	Buy	+5,986	New	+$371K	0.19%	12

Other funds holding WPM

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

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

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

VanEck Associates New York $164B AUM 112.45% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

White Oak Capital Partners's WPM Position: Q2 2025 in Review

White Oak Capital Partners sold out of Wheaton Precious Metals (WPM) in Q2 2025, closing a stake of 5,726 shares — an estimated $404K sold.

White Oak Capital Partners first reported a position in WPM in Q4 2024 and held it in 2 quarters. The position peaked at $404K in Q1 2025. 688 funds tracked by Wall St. Rank hold WPM as of Q2 2025.

White Oak Capital Partners reported no remaining Wheaton Precious Metals position as of Q2 2025 after selling out during the quarter.
White Oak Capital Partners sold 5,726 Wheaton Precious Metals shares in Q2 2025, an estimated $404K.
White Oak Capital Partners first reported a position in Wheaton Precious Metals in Q4 2024 and held it in 2 quarters.
White Oak Capital Partners's Wheaton Precious Metals position peaked at $404K in Q1 2025.
688 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2025.

Based on White Oak Capital Partners's 13F filing for Q2 2025, filed 16 Jul 2025.