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 Q2	$2.09M	Sell	18,585 -15,539	-46%	-$2.02M	0.09%	162
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 $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

Equitable Trust's WPM Position: Q2 2026 in Review

Equitable Trust reduced its Wheaton Precious Metals (WPM) stake by 46% in Q2 2026, selling an estimated $2.02M and leaving 18,585 shares worth $2.09M. The position accounts for 0.09% of the portfolio, ranked #162.

Equitable Trust first reported a position in WPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.64M in Q3 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Equitable Trust held 18,585 shares of Wheaton Precious Metals worth $2.09M as of Q2 2026.
Equitable Trust sold 15,539 Wheaton Precious Metals shares in Q2 2026, an estimated $2.02M.
Wheaton Precious Metals made up 0.09% of Equitable Trust's portfolio in Q2 2026, its #162 holding.
Equitable Trust first reported a position in Wheaton Precious Metals in Q3 2024 and has held it in 8 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 Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.