First Affirmative Financial Network’s Wheaton Precious Metals WPM Stock Holding History

First Affirmative Financial Network’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	$507K	Buy	+3,795	New	+$502K	0.11%	177
2026 Q1	$519K	Buy	+3,965	New	+$551K	0.2%	122
2025 Q3	$445K	Buy	3,976 +133	+3%	+$13K	0.21%	122
2025 Q2	$345K	Buy	3,843 +255	+7%	+$21.5K	0.18%	153
2025 Q1	$279K	Buy	+3,588	New	+$239K	0.17%	169
2024 Q4	–	Sell	-3,504	Closed	-$214K	–	298
2024 Q3	$214K	Buy	+3,504	New	+$208K	0.12%	240

Other funds holding WPM

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

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 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

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

First Affirmative Financial Network's WPM Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Wheaton Precious Metals (WPM) in Q3 2026: 3,795 shares worth $507K. The stake represents 0.11% of the portfolio and ranks #177 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in WPM as recently as Q1 2026.

First Affirmative Financial Network first reported a position in WPM in Q3 2024 and has held it in 6 quarters since. The position peaked at $519K in Q1 2026. 217 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

First Affirmative Financial Network held 3,795 shares of Wheaton Precious Metals worth $507K as of Q3 2026.
Wheaton Precious Metals was a new First Affirmative Financial Network position in Q3 2026.
Wheaton Precious Metals made up 0.11% of First Affirmative Financial Network's portfolio in Q3 2026, its #177 holding.
First Affirmative Financial Network first reported a position in Wheaton Precious Metals in Q3 2024 and has held it in 6 quarters since.
First Affirmative Financial Network's Wheaton Precious Metals position peaked at $519K in Q1 2026.
217 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.