BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Wheaton Precious Metals WPM Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 Q3	$275K	Buy	2,060 +1,609	+357%	+$213K	0.07%	244
2026 Q2	$50.7K	Sell	451 -115	-20%	-$15K	0.01%	957
2026 Q1	$74.1K	Sell	566 -653	-54%	-$90.8K	0.01%	850
2025 Q4	$143K	Buy	1,219 +7	+0.6%	+$750	0.02%	647
2025 Q3	$136K	Buy	1,212 +1	+0.1%	+$98	0.02%	618
2025 Q2	$109K	Sell	1,211 -294	-20%	-$24.8K	0.02%	679
2025 Q1	$117K	Buy	1,505 +156	+12%	+$10.4K	0.02%	640
2024 Q4	$75.8K	Buy	1,349 +2	+0.1%	+$124	0.01%	748
2024 Q3	$82.3K	Buy	+1,347	New	+$80.1K	0.01%	775

Other funds holding WPM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s WPM Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its Wheaton Precious Metals (WPM) stake by 357% in Q3 2026, buying an estimated $213K and bringing the position to 2,060 shares worth $275K. The position accounts for 0.07% of the portfolio, ranked #244.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in WPM in Q3 2024 and has held it in 9 quarters since. 743 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 2,060 shares of Wheaton Precious Metals worth $275K as of Q3 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 1,609 Wheaton Precious Metals shares in Q3 2026, an estimated $213K.
Wheaton Precious Metals made up 0.07% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #244 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Wheaton Precious Metals in Q3 2024 and has held it in 9 quarters since.
743 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.