WJWM
WPM icon

Williams Jones Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Williams Jones 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
2025
Q3 		– Sell
-3,223
Closed -$289K – 530
2025
Q2 		$289K Hold
3,223
– – ﹤0.01% 422
2025
Q1 		$250K Buy
+3,223
New +$215K ﹤0.01% 427

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Williams Jones Wealth Management's WPM Position: Q3 2025 in Review

Williams Jones Wealth Management sold out of Wheaton Precious Metals (WPM) in Q3 2025, closing a stake of 3,223 shares — an estimated $289K sold.

Williams Jones Wealth Management first reported a position in WPM in Q1 2025 and held it in 2 quarters. The position peaked at $289K in Q2 2025. 752 funds tracked by Wall St. Rank hold WPM as of Q3 2025.

  • Williams Jones Wealth Management reported no remaining Wheaton Precious Metals position as of Q3 2025 after selling out during the quarter.
  • Williams Jones Wealth Management sold 3,223 Wheaton Precious Metals shares in Q3 2025, an estimated $289K.
  • Williams Jones Wealth Management first reported a position in Wheaton Precious Metals in Q1 2025 and held it in 2 quarters.
  • Williams Jones Wealth Management's Wheaton Precious Metals position peaked at $289K in Q2 2025.
  • 752 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2025.

Based on Williams Jones Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.