Bank of Montreal’s Wheaton Precious Metals WPM Stock Holding History

Bank of Montreal’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	$7.42M	Buy	+66,000	New	+$8.59M	﹤0.01%	1250
2025 Q1	–	Sell	-80,000	Closed	-$4.5M	–	3760
2024 Q4	$4.5M	Buy	80,000 +40,000	+100%	+$2.48M	﹤0.01%	1250
2024 Q3	$2.5M	Buy	+40,000	New	+$2.38M	﹤0.01%	1604
2022 Q4	–	Sell	-15,700	Closed	-$515K	–	4324
2022 Q3	$515K	Buy	+15,700	New	+$516K	﹤0.01%	2568
2021 Q4	–	Sell	-5,800	Closed	-$220K	–	3919
2021 Q3	$220K	Sell	5,800 -99,200	-94%	-$4.33M	﹤0.01%	3288
2021 Q2	$4.57M	Buy	105,000 +12,600	+14%	+$561K	﹤0.01%	1644
2021 Q1	$3.87M	Buy	92,400 +91,000	+6,500%	+$3.61M	﹤0.01%	1470
2020 Q4	$60K	Hold	1,400	–	–	﹤0.01%	3861
2020 Q3	$66K	Sell	1,400 -28,600	-95%	-$1.46M	﹤0.01%	3302
2020 Q2	$1.4M	Buy	+30,000	New	+$1.18M	﹤0.01%	1784
2020 Q1	–	Sell	-73	Closed	-$2K	–	4777
2019 Q4	$2K	Sell	73 -494,027	-100%	-$13.5M	﹤0.01%	4789
2019 Q3	$13M	Buy	+494,100	New	+$13.3M	0.01%	772
2019 Q2	–	Sell	-60,000	Closed	-$1.43M	–	5086
2019 Q1	$1.43M	Buy	+60,000	New	+$1.28M	﹤0.01%	1857
2016 Q4	–	Sell	-389,000	Closed	-$10.5M	–	4204
2016 Q3	$10.5M	Buy	389,000 +323,000	+489%	+$8.89M	0.01%	792
2016 Q2	$1.55M	Buy	+66,000	New	+$1.27M	﹤0.01%	1626
2016 Q1	–	Sell	-83,000	Closed	-$1.03M	–	4416
2015 Q4	$1.03M	Buy	83,000 +45,500	+121%	+$601K	﹤0.01%	1704
2015 Q3	$450K	Buy	+37,500	New	+$489K	﹤0.01%	1904
2015 Q1	–	Sell	-150,000	Closed	-$3.05M	–	4215
2014 Q4	$3.05M	Sell	150,000 -266,800	-64%	-$5.31M	﹤0.01%	1227
2014 Q3	$8.31M	Buy	416,800 +246,800	+145%	+$6.14M	0.01%	879
2014 Q2	$4.47M	Sell	170,000 -220,000	-56%	-$4.93M	0.01%	1128
2014 Q1	$8.85M	Buy	390,000 +253,400	+186%	+$5.98M	0.01%	715
2013 Q4	$2.76M	Buy	136,600 +126,600	+1,266%	+$2.75M	﹤0.01%	1048
2013 Q3	$248K	Buy	+10,000	New	+$238K	﹤0.01%	2136

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of Montreal's WPM Position: Q2 2026 in Review

Bank of Montreal increased its Wheaton Precious Metals (WPM) stake by 4.4% in Q2 2026, buying an estimated $48.8M and bringing the position to 8,971,640 shares worth $1.01B. The position accounts for 0.33% of the portfolio, ranked #67.

Bank of Montreal first reported a position in WPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.13B in Q1 2026. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Bank of Montreal held 8,971,640 shares of Wheaton Precious Metals worth $1.01B as of Q2 2026.
Bank of Montreal bought 375,347 Wheaton Precious Metals shares in Q2 2026, an estimated $48.8M.
Wheaton Precious Metals made up 0.33% of Bank of Montreal's portfolio in Q2 2026, its #67 holding.
Bank of Montreal first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Wheaton Precious Metals position peaked at $1.13B in Q1 2026.
854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.