XF
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XML Financial’s Wheaton Precious Metals WPM Stock Holding History

XML Financial’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
2026
Q1 		$1.57M Buy
11,972
+1,175
+11% +$163K 0.13% 143
2025
Q4 		$1.27M Buy
10,797
+911
+9% +$97.5K 0.1% 159
2025
Q3 		$1.11M Buy
9,886
+1,657
+20% +$162K 0.09% 173
2025
Q2 		$739K Sell
8,229
-393
-5% -$33.1K 0.06% 202
2025
Q1 		$669K Buy
8,622
+425
+5% +$28.4K 0.06% 195
2024
Q4 		$461K Buy
+8,197
New +$508K 0.04% 235
2020
Q3 		– Sell
-10,099
Closed -$445K – 209
2020
Q2 		$445K Sell
10,099
-6,864
-40% -$270K 0.15% 108
2020
Q1 		$467K Sell
16,963
-346
-2% -$9.98K 0.2% 97
2019
Q4 		$515K Buy
+17,309
New +$473K 0.19% 99

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return