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Birchbrook’s Wheaton Precious Metals WPM Stock Holding History

Birchbrook’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 		$33.7K Hold
300
– – 0.02% 148
2026
Q1 		$39.3K Hold
300
– – 0.02% 136
2025
Q4 		$35.3K Hold
300
– – 0.02% 141
2025
Q3 		$33.6K Hold
300
– – 0.02% 137
2025
Q2 		$26.9K Hold
300
– – 0.01% 142
2025
Q1 		$23.3K Hold
300
– – 0.01% 147
2024
Q4 		$16.9K Hold
300
– – 0.01% 175
2024
Q3 		$18.3K Hold
300
– – 0.01% 157
2024
Q2 		$15.7K Hold
300
– – 0.01% 173
2024
Q1 		$14.1K Hold
300
– – 0.01% 185
2023
Q4 		$14.8K Buy
+300
New +$13.6K 0.01% 183

Other funds holding WPM

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Birchbrook's WPM Position: Q2 2026 in Review

Birchbrook held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 300 shares worth $33.7K. The position accounts for 0.02% of the portfolio, ranked #148.

Birchbrook first reported a position in WPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $39.3K in Q1 2026. 316 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Birchbrook held 300 shares of Wheaton Precious Metals worth $33.7K as of Q2 2026.
  • Birchbrook left its Wheaton Precious Metals share count unchanged in Q2 2026.
  • Wheaton Precious Metals made up 0.02% of Birchbrook's portfolio in Q2 2026, its #148 holding.
  • Birchbrook first reported a position in Wheaton Precious Metals in Q4 2023 and has held it in 11 quarters since.
  • Birchbrook's Wheaton Precious Metals position peaked at $39.3K in Q1 2026.
  • 316 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.