Douglas Lane & Associates’s Wheaton Precious Metals WPM Stock Holding History

Douglas Lane & Associates’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	$52.5M	Sell	392,856 -13,658	-3%	-$1.81M	0.7%	54
2026 Q2	$45.7M	Sell	406,514 -12,654	-3%	-$1.65M	0.62%	67
2026 Q1	$54.9M	Sell	419,168 -11,360	-3%	-$1.58M	0.79%	53
2025 Q4	$50.6M	Sell	430,528 -26,907	-6%	-$2.88M	0.69%	59
2025 Q3	$51.2M	Sell	457,435 -33,665	-7%	-$3.29M	0.71%	56
2025 Q2	$44.1M	Sell	491,100 -23,454	-5%	-$1.97M	0.64%	62
2025 Q1	$39.9M	Sell	514,554 -1,051	-0.2%	-$70.1K	0.59%	68
2024 Q4	$29M	Buy	515,605 +13,388	+3%	+$829K	0.41%	93
2024 Q3	$30.7M	Buy	502,217 +3,650	+0.7%	+$217K	0.42%	90
2024 Q2	$26.1M	Buy	498,567 +21,134	+4%	+$1.13M	0.37%	91
2024 Q1	$22.5M	Buy	477,433 +68,984	+17%	+$3.12M	0.32%	95
2023 Q4	$20.2M	Buy	408,449 +97,535	+31%	+$4.41M	0.31%	95
2023 Q3	$12.6M	Buy	310,914 +202,539	+187%	+$8.73M	0.21%	106
2023 Q2	$4.68M	Buy	+108,375	New	+$5.15M	0.08%	119

Other funds holding WPM

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

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

EPAM

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

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

GIM

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

KPPF

Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Douglas Lane & Associates's WPM Position: Q3 2026 in Review

Douglas Lane & Associates reduced its Wheaton Precious Metals (WPM) stake by 3.4% in Q3 2026, selling an estimated $1.81M and leaving 392,856 shares worth $52.5M. The position accounts for 0.7% of the portfolio, ranked #54.

Douglas Lane & Associates first reported a position in WPM in Q2 2023 and has held it in 14 quarters since. The position peaked at $54.9M in Q1 2026. 80 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

Douglas Lane & Associates held 392,856 shares of Wheaton Precious Metals worth $52.5M as of Q3 2026.
Douglas Lane & Associates sold 13,658 Wheaton Precious Metals shares in Q3 2026, an estimated $1.81M.
Wheaton Precious Metals made up 0.7% of Douglas Lane & Associates's portfolio in Q3 2026, its #54 holding.
Douglas Lane & Associates first reported a position in Wheaton Precious Metals in Q2 2023 and has held it in 14 quarters since.
Douglas Lane & Associates's Wheaton Precious Metals position peaked at $54.9M in Q1 2026.
80 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.