Wipfli Financial Advisors’s Wheaton Precious Metals WPM Stock Holding History

Wipfli Financial 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
2022 Q3	$89K	Buy	+2,739	New	+$89.9K	0.01%	785

Other funds holding WPM

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Wipfli Financial Advisors's WPM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Wheaton Precious Metals (WPM) in Q3 2022: 2,739 shares worth $89K. The stake represents 0.01% of the portfolio and ranks #785 among its holdings.

461 funds tracked by Wall St. Rank hold WPM as of Q3 2022.

Wipfli Financial Advisors held 2,739 shares of Wheaton Precious Metals worth $89K as of Q3 2022.
Wheaton Precious Metals was a new Wipfli Financial Advisors position in Q3 2022.
Wheaton Precious Metals made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #785 holding.
461 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.