Equitable Trust’s Wheaton Precious Metals WPM Stock Holding History

Equitable Trust’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 Q1	$4.47M	Buy	34,124 +221	+0.7%	+$30.7K	0.21%	92
2025 Q4	$3.98M	Sell	33,903 -7,572	-18%	-$811K	0.18%	108
2025 Q3	$4.64M	Sell	41,475 -1	-0%	-$98	0.21%	91
2025 Q2	$3.72M	Sell	41,476 -558	-1%	-$47K	0.19%	100
2025 Q1	$3.26M	Buy	42,034 +950	+2%	+$63.4K	0.18%	106
2024 Q4	$2.31M	Sell	41,084 -335	-0.8%	-$20.7K	0.13%	141
2024 Q3	$2.53M	Buy	+41,419	New	+$2.46M	0.16%	128

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Equitable Trust's WPM Position: Q1 2026 in Review

Equitable Trust increased its Wheaton Precious Metals (WPM) stake by 0.65% in Q1 2026, buying an estimated $30.7K and bringing the position to 34,124 shares worth $4.47M. The position accounts for 0.21% of the portfolio, ranked #92.

Equitable Trust first reported a position in WPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.64M in Q3 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Equitable Trust held 34,124 shares of Wheaton Precious Metals worth $4.47M as of Q1 2026.
Equitable Trust bought 221 Wheaton Precious Metals shares in Q1 2026, an estimated $30.7K.
Wheaton Precious Metals made up 0.21% of Equitable Trust's portfolio in Q1 2026, its #92 holding.
Equitable Trust first reported a position in Wheaton Precious Metals in Q3 2024 and has held it in 7 quarters since.
Equitable Trust's Wheaton Precious Metals position peaked at $4.64M in Q3 2025.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.