Birchbrook
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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
Q3 		$40.1K Hold
300
– – 0.02% 134
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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Birchbrook's WPM Position: Q3 2026 in Review

Birchbrook held its Wheaton Precious Metals (WPM) position steady in Q3 2026 at 300 shares worth $40.1K. The position accounts for 0.02% of the portfolio, ranked #134.

Birchbrook first reported a position in WPM in Q4 2023 and has held it in 12 quarters since. 312 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

  • Birchbrook held 300 shares of Wheaton Precious Metals worth $40.1K as of Q3 2026.
  • Birchbrook left its Wheaton Precious Metals share count unchanged in Q3 2026.
  • Wheaton Precious Metals made up 0.02% of Birchbrook's portfolio in Q3 2026, its #134 holding.
  • Birchbrook first reported a position in Wheaton Precious Metals in Q4 2023 and has held it in 12 quarters since.
  • 312 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.