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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.72M Sell
41,476
-558
-1% -$50.1K 0.19% 100
2025
Q1 		$3.26M Buy
42,034
+950
+2% +$73.7K 0.18% 106
2024
Q4 		$2.31M Sell
41,084
-335
-0.8% -$18.8K 0.13% 141
2024
Q3 		$2.53M Buy
+41,419
New +$2.53M 0.16% 128