EI
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Ethic Inc’s Wheaton Precious Metals WPM Stock Holding History

Ethic Inc’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 		$7.54M Buy
67,152
+41,690
+164% +$5.42M 0.09% 212
2026
Q1 		$3.34M Buy
25,462
+8,639
+51% +$1.2M 0.05% 340
2025
Q4 		$1.98M Buy
16,823
+7,894
+88% +$845K 0.03% 460
2025
Q3 		$999K Buy
8,929
+4,272
+92% +$417K 0.02% 634
2025
Q2 		$407K Buy
4,657
+1,027
+28% +$86.5K 0.01% 894
2025
Q1 		$279K Buy
+3,630
New +$242K 0.01% 966
2024
Q3 		– Sell
-15,682
Closed -$822K – 1181
2024
Q2 		$822K Buy
+15,682
New +$838K 0.02% 621
2021
Q3 		– Sell
-26,324
Closed -$1.16M – 654
2021
Q2 		$1.16M Buy
26,324
+5,205
+25% +$232K 0.14% 181
2021
Q1 		$807K Buy
21,119
+2,750
+15% +$109K 0.14% 183
2020
Q4 		$767K Buy
18,369
+7,291
+66% +$326K 0.2% 121
2020
Q3 		$544K Buy
11,078
+1,125
+11% +$57.4K 0.21% 125
2020
Q2 		$438K Buy
9,953
+873
+10% +$34.3K 0.25% 118
2020
Q1 		$250K Buy
9,080
+1,807
+25% +$52.1K 0.21% 151
2019
Q4 		$216K Buy
+7,273
New +$199K 0.16% 200

Other funds holding WPM

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Ethic Inc's WPM Position: Q2 2026 in Review

Ethic Inc increased its Wheaton Precious Metals (WPM) stake by 164% in Q2 2026, buying an estimated $5.42M and bringing the position to 67,152 shares worth $7.54M. The position accounts for 0.09% of the portfolio, ranked #212.

Ethic Inc first reported a position in WPM in Q4 2019 and has held it in 14 quarters since. 280 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Ethic Inc held 67,152 shares of Wheaton Precious Metals worth $7.54M as of Q2 2026.
  • Ethic Inc bought 41,690 Wheaton Precious Metals shares in Q2 2026, an estimated $5.42M.
  • Wheaton Precious Metals made up 0.09% of Ethic Inc's portfolio in Q2 2026, its #212 holding.
  • Ethic Inc first reported a position in Wheaton Precious Metals in Q4 2019 and has held it in 14 quarters since.
  • 280 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.