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Ballentine Partners’s Wheaton Precious Metals WPM Stock Holding History

Ballentine Partners’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
Q2 		$799K Sell
7,117
-323
-4% -$42K 0.01% 423
2026
Q1 		$975K Buy
7,440
+12
+0.2% +$1.67K 0.01% 358
2025
Q4 		$873K Buy
7,428
+127
+2% +$13.6K 0.01% 358
2025
Q3 		$817K Buy
7,301
+765
+12% +$74.8K 0.01% 372
2025
Q2 		$587K Buy
6,536
+1,057
+19% +$89K 0.01% 440
2025
Q1 		$425K Buy
+5,479
New +$366K 0.01% 497
2024
Q4 		– Sell
-3,400
Closed -$208K – 951
2024
Q3 		$208K Buy
+3,400
New +$202K ﹤0.01% 741

Other funds holding WPM

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
HC
Hendley & Co Zanesville, Ohio $283M AUM 19.89% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Ballentine Partners's WPM Position: Q2 2026 in Review

Ballentine Partners reduced its Wheaton Precious Metals (WPM) stake by 4.3% in Q2 2026, selling an estimated $42K and leaving 7,117 shares worth $799K. The position accounts for 0.01% of the portfolio, ranked #423.

Ballentine Partners first reported a position in WPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $975K in Q1 2026. 112 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Ballentine Partners held 7,117 shares of Wheaton Precious Metals worth $799K as of Q2 2026.
  • Ballentine Partners sold 323 Wheaton Precious Metals shares in Q2 2026, an estimated $42K.
  • Wheaton Precious Metals made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #423 holding.
  • Ballentine Partners first reported a position in Wheaton Precious Metals in Q3 2024 and has held it in 7 quarters since.
  • Ballentine Partners's Wheaton Precious Metals position peaked at $975K in Q1 2026.
  • 112 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.