WR Wealth Planners’s Wheaton Precious Metals WPM Stock Holding History

WR Wealth Planners’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
2024 Q4	$517K	Sell	9,191 -884	-9%	-$54.8K	0.17%	94
2024 Q3	$615K	Sell	10,075 -1,000	-9%	-$59.5K	0.17%	94
2024 Q2	$581K	Sell	11,075 -720	-6%	-$38.5K	0.18%	88
2024 Q1	$556K	Sell	11,795 -900	-7%	-$40.7K	0.17%	87
2023 Q4	$626K	Hold	12,695	–	–	0.23%	75
2023 Q3	$515K	Hold	12,695	–	–	0.2%	85
2023 Q2	$549K	Sell	12,695 -400	-3%	-$19K	0.21%	74
2023 Q1	$631K	Buy	13,095 +12,299	+1,545%	+$538K	0.27%	59
2022 Q4	$31.1K	Hold	796	–	–	0.02%	198
2022 Q3	$25.8K	Hold	796	–	–	0.02%	197
2022 Q2	$28.7K	Hold	796	–	–	0.02%	205
2022 Q1	$37.9K	Buy	+796	New	+$34.6K	0.02%	187

Other funds holding WPM

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

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

First Eagle Investment Management New York $59B AUM 32.99% 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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

WR Wealth Planners's WPM Position: Q4 2024 in Review

WR Wealth Planners reduced its Wheaton Precious Metals (WPM) stake by 8.8% in Q4 2024, selling an estimated $54.8K and leaving 9,191 shares worth $517K. The position accounts for 0.17% of the portfolio, ranked #94.

WR Wealth Planners first reported a position in WPM in Q1 2022 and has held it in 12 quarters since. The position peaked at $631K in Q1 2023. 626 funds tracked by Wall St. Rank hold WPM as of Q4 2024.

WR Wealth Planners held 9,191 shares of Wheaton Precious Metals worth $517K as of Q4 2024.
WR Wealth Planners sold 884 Wheaton Precious Metals shares in Q4 2024, an estimated $54.8K.
Wheaton Precious Metals made up 0.17% of WR Wealth Planners's portfolio in Q4 2024, its #94 holding.
WR Wealth Planners first reported a position in Wheaton Precious Metals in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Wheaton Precious Metals position peaked at $631K in Q1 2023.
626 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.