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 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Douglas Lane & Associates's WPM Position: Q2 2026 in Review

Douglas Lane & Associates reduced its Wheaton Precious Metals (WPM) stake by 3% in Q2 2026, selling an estimated $1.65M and leaving 406,514 shares worth $45.7M. The position accounts for 0.62% of the portfolio, ranked #67.

Douglas Lane & Associates first reported a position in WPM in Q2 2023 and has held it in 13 quarters since. The position peaked at $54.9M in Q1 2026. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Douglas Lane & Associates held 406,514 shares of Wheaton Precious Metals worth $45.7M as of Q2 2026.
Douglas Lane & Associates sold 12,654 Wheaton Precious Metals shares in Q2 2026, an estimated $1.65M.
Wheaton Precious Metals made up 0.62% of Douglas Lane & Associates's portfolio in Q2 2026, its #67 holding.
Douglas Lane & Associates first reported a position in Wheaton Precious Metals in Q2 2023 and has held it in 13 quarters since.
Douglas Lane & Associates's Wheaton Precious Metals position peaked at $54.9M in Q1 2026.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.