Clean Yield Group’s Wheaton Precious Metals WPM Stock Holding History

Clean Yield Group’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	$26.1K	Hold	195	–	–	0.01%	283
2026 Q2	$21.9K	Hold	195	–	–	0.01%	288
2026 Q1	$25.5K	Hold	195	–	–	0.01%	266
2025 Q4	$22.9K	Sell	195 -124	-39%	-$13.3K	0.01%	281
2025 Q3	$35.7K	Hold	319	–	–	0.01%	258
2025 Q2	$28.6K	Hold	319	–	–	0.01%	261
2025 Q1	$24.8K	Sell	319 -40	-11%	-$2.67K	0.01%	270
2024 Q4	$20.2K	Hold	359	–	–	0.01%	294
2024 Q3	$21.9K	Buy	+359	New	+$21.4K	0.01%	289

Other funds holding WPM

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Clean Yield Group's WPM Position: Q3 2026 in Review

Clean Yield Group held its Wheaton Precious Metals (WPM) position steady in Q3 2026 at 195 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #283.

Clean Yield Group first reported a position in WPM in Q3 2024 and has held it in 9 quarters since. The position peaked at $35.7K in Q3 2025. 310 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

Clean Yield Group held 195 shares of Wheaton Precious Metals worth $26.1K as of Q3 2026.
Clean Yield Group left its Wheaton Precious Metals share count unchanged in Q3 2026.
Wheaton Precious Metals made up 0.01% of Clean Yield Group's portfolio in Q3 2026, its #283 holding.
Clean Yield Group first reported a position in Wheaton Precious Metals in Q3 2024 and has held it in 9 quarters since.
Clean Yield Group's Wheaton Precious Metals position peaked at $35.7K in Q3 2025.
310 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.