Dynamic Advisor Solutions
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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
Q3 		$604K Sell
4,516
-781
-15% -$103K 0.02% 601
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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Dynamic Advisor Solutions's WPM Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Wheaton Precious Metals (WPM) stake by 15% in Q3 2026, selling an estimated $103K and leaving 4,516 shares worth $604K. The position accounts for 0.02% of the portfolio, ranked #601.

Dynamic Advisor Solutions first reported a position in WPM in Q4 2013 and has held it in 19 quarters since. The position peaked at $784K in Q4 2025. 134 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

  • Dynamic Advisor Solutions held 4,516 shares of Wheaton Precious Metals worth $604K as of Q3 2026.
  • Dynamic Advisor Solutions sold 781 Wheaton Precious Metals shares in Q3 2026, an estimated $103K.
  • Wheaton Precious Metals made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #601 holding.
  • Dynamic Advisor Solutions first reported a position in Wheaton Precious Metals in Q4 2013 and has held it in 19 quarters since.
  • Dynamic Advisor Solutions's Wheaton Precious Metals position peaked at $784K in Q4 2025.
  • 134 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.