Diversified Trust’s Wheaton Precious Metals WPM Stock Holding History

Diversified Trust’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	$449K	Buy	+3,355	New	+$444K	0.01%	724

Other funds holding WPM

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

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Diversified Trust's WPM Position: Q3 2026 in Review

Diversified Trust opened a new position in Wheaton Precious Metals (WPM) in Q3 2026: 3,355 shares worth $449K. The stake represents 0.01% of the portfolio and ranks #724 among its holdings.

528 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

Diversified Trust held 3,355 shares of Wheaton Precious Metals worth $449K as of Q3 2026.
Wheaton Precious Metals was a new Diversified Trust position in Q3 2026.
Wheaton Precious Metals made up 0.01% of Diversified Trust's portfolio in Q3 2026, its #724 holding.
528 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.