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Dynamic Advisor Solutions’s Wheaton Precious Metals WPM Stock Holding History

Dynamic Advisor Solutions’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 		$595K Sell
5,297
-243
-4% -$31.6K 0.02% 633
2026
Q1 		$726K Sell
5,540
-1,129
-17% -$157K 0.02% 541
2025
Q4 		$784K Sell
6,669
-105
-2% -$11.2K 0.03% 514
2025
Q3 		$758K Sell
6,774
-72
-1% -$7.04K 0.02% 527
2025
Q2 		$615K Buy
6,846
+5
+0.1% +$421 0.02% 559
2025
Q1 		$531K Buy
+6,841
New +$456K 0.02% 567
2024
Q4 		– Sell
-11,373
Closed -$695K – 930
2024
Q3 		$695K Buy
11,373
+893
+9% +$53.1K 0.02% 546
2024
Q2 		$549K Buy
10,480
+3,680
+54% +$197K 0.02% 603
2024
Q1 		$320K Sell
6,800
-891
-12% -$40.2K 0.01% 739
2023
Q4 		$366K Buy
7,691
+767
+11% +$34.7K 0.01% 659
2023
Q3 		$281K Buy
6,924
+1,771
+34% +$76.4K 0.01% 672
2023
Q2 		$223K Buy
5,153
+25
+0.5% +$1.19K 0.01% 711
2023
Q1 		$247K Buy
+5,128
New +$224K 0.01% 646
2022
Q2 		– Sell
-4,911
Closed -$234K – 786
2022
Q1 		$234K Buy
4,911
+118
+2% +$5.13K 0.02% 635
2021
Q4 		$206K Buy
+4,793
New +$197K 0.01% 680
2014
Q3 		– Sell
-8,164
Closed -$214K – 223
2014
Q2 		$214K Sell
8,164
-6,361
-44% -$142K 0.13% 182
2014
Q1 		$330K Sell
14,525
-1,269
-8% -$29.9K 0.23% 145
2013
Q4 		$319K Buy
+15,794
New +$343K 0.24% 143

Other funds holding WPM

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
HC
Hendley & Co Zanesville, Ohio $283M AUM 19.89% 1-Year Est. Return

Dynamic Advisor Solutions's WPM Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Wheaton Precious Metals (WPM) stake by 4.4% in Q2 2026, selling an estimated $31.6K and leaving 5,297 shares worth $595K. The position accounts for 0.02% of the portfolio, ranked #633.

Dynamic Advisor Solutions first reported a position in WPM in Q4 2013 and has held it in 18 quarters since. The position peaked at $784K in Q4 2025. 125 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Dynamic Advisor Solutions held 5,297 shares of Wheaton Precious Metals worth $595K as of Q2 2026.
  • Dynamic Advisor Solutions sold 243 Wheaton Precious Metals shares in Q2 2026, an estimated $31.6K.
  • Wheaton Precious Metals made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #633 holding.
  • Dynamic Advisor Solutions first reported a position in Wheaton Precious Metals in Q4 2013 and has held it in 18 quarters since.
  • Dynamic Advisor Solutions's Wheaton Precious Metals position peaked at $784K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.