Evelyn Partners
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Evelyn Partners’s Wheaton Precious Metals WPM Stock Holding History

Evelyn Partners’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 		$23M Buy
172,045
+2,538
+1% +$336K 0.37% 48
2026
Q2 		$19M Buy
+169,507
New +$22.1M 0.04% 60

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Evelyn Partners's WPM Position: Q3 2026 in Review

Evelyn Partners increased its Wheaton Precious Metals (WPM) stake by 1.5% in Q3 2026, buying an estimated $336K and bringing the position to 172,045 shares worth $23M. The position accounts for 0.37% of the portfolio, ranked #48.

Evelyn Partners first reported a position in WPM in Q2 2026 and has held it in 2 quarters since. 743 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

  • Evelyn Partners held 172,045 shares of Wheaton Precious Metals worth $23M as of Q3 2026.
  • Evelyn Partners bought 2,538 Wheaton Precious Metals shares in Q3 2026, an estimated $336K.
  • Wheaton Precious Metals made up 0.37% of Evelyn Partners's portfolio in Q3 2026, its #48 holding.
  • Evelyn Partners first reported a position in Wheaton Precious Metals in Q2 2026 and has held it in 2 quarters since.
  • 743 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.