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 Q3	$1.03M	Buy	7,715 +598	+8%	+$79.2K	0.01%	372
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

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

Ballentine Partners's WPM Position: Q3 2026 in Review

Ballentine Partners increased its Wheaton Precious Metals (WPM) stake by 8.4% in Q3 2026, buying an estimated $79.2K and bringing the position to 7,715 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #372.

Ballentine Partners first reported a position in WPM in Q3 2024 and has held it in 8 quarters since. 743 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

Ballentine Partners held 7,715 shares of Wheaton Precious Metals worth $1.03M as of Q3 2026.
Ballentine Partners bought 598 Wheaton Precious Metals shares in Q3 2026, an estimated $79.2K.
Wheaton Precious Metals made up 0.01% of Ballentine Partners's portfolio in Q3 2026, its #372 holding.
Ballentine Partners first reported a position in Wheaton Precious Metals in Q3 2024 and has held it in 8 quarters since.
743 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Ballentine Partners's 13F filing for Q3 2026, filed 13 Nov 2026.