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 Q3	$3.11M	Buy	23,265 +4,680	+25%	+$620K	0.13%	128
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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Equitable Trust's WPM Position: Q3 2026 in Review

Equitable Trust increased its Wheaton Precious Metals (WPM) stake by 25% in Q3 2026, buying an estimated $620K and bringing the position to 23,265 shares worth $3.11M. The position accounts for 0.13% of the portfolio, ranked #128.

Equitable Trust first reported a position in WPM in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.64M in Q3 2025. 126 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

Equitable Trust held 23,265 shares of Wheaton Precious Metals worth $3.11M as of Q3 2026.
Equitable Trust bought 4,680 Wheaton Precious Metals shares in Q3 2026, an estimated $620K.
Wheaton Precious Metals made up 0.13% of Equitable Trust's portfolio in Q3 2026, its #128 holding.
Equitable Trust first reported a position in Wheaton Precious Metals in Q3 2024 and has held it in 9 quarters since.
Equitable Trust's Wheaton Precious Metals position peaked at $4.64M in Q3 2025.
126 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.