DLA
WPM icon

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

AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TFIAP
Towarzystwo Funduszy Inwestycyjnych Allianz Polska Warszawa, Poland $46.6M AUM 51.22% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return