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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 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. 748 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.
748 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.