Fermata Advisors
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Fermata Advisors’s Wheaton Precious Metals WPM Stock Holding History

Fermata Advisors’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 		$290K Sell
2,172
-174
-7% -$23K 0.06% 215
2026
Q2 		$264K Buy
2,346
+572
+32% +$74.4K 0.05% 217
2026
Q1 		$232K Buy
+1,774
New +$247K 0.05% 213
2025
Q4 		– Sell
-2,028
Closed -$227K – 227
2025
Q3 		$227K Buy
+2,028
New +$198K 0.06% 193

Other funds holding WPM

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

Fermata Advisors's WPM Position: Q3 2026 in Review

Fermata Advisors reduced its Wheaton Precious Metals (WPM) stake by 7.4% in Q3 2026, selling an estimated $23K and leaving 2,172 shares worth $290K. The position accounts for 0.06% of the portfolio, ranked #215.

Fermata Advisors first reported a position in WPM in Q3 2025 and has held it in 4 quarters since. 214 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

  • Fermata Advisors held 2,172 shares of Wheaton Precious Metals worth $290K as of Q3 2026.
  • Fermata Advisors sold 174 Wheaton Precious Metals shares in Q3 2026, an estimated $23K.
  • Wheaton Precious Metals made up 0.06% of Fermata Advisors's portfolio in Q3 2026, its #215 holding.
  • Fermata Advisors first reported a position in Wheaton Precious Metals in Q3 2025 and has held it in 4 quarters since.
  • 214 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.