Guardian Partners’s Wheaton Precious Metals WPM Stock Holding History

Guardian 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	$2.03M	Buy	15,181 +1,356	+10%	+$180K	0.18%	88
2026 Q2	$1.55M	Sell	13,825 -1,281	-8%	-$167K	0.14%	92
2026 Q1	$1.98M	Buy	15,106 +6,726	+80%	+$935K	0.17%	88
2025 Q4	$1.17M	Sell	8,380 -1,420	-14%	-$152K	0.09%	120
2025 Q3	$1.09M	Buy	9,800 +2,156	+28%	+$211K	0.09%	111
2025 Q2	$681K	Buy	7,644 +804	+12%	+$67.7K	0.06%	132
2025 Q1	$538K	Buy	+6,840	New	+$456K	0.06%	129

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 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

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return

Guardian Partners's WPM Position: Q3 2026 in Review

Guardian Partners increased its Wheaton Precious Metals (WPM) stake by 9.8% in Q3 2026, buying an estimated $180K and bringing the position to 15,181 shares worth $2.03M. The position accounts for 0.18% of the portfolio, ranked #88.

Guardian Partners first reported a position in WPM in Q1 2025 and has held it in 7 quarters since. 294 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

Guardian Partners held 15,181 shares of Wheaton Precious Metals worth $2.03M as of Q3 2026.
Guardian Partners bought 1,356 Wheaton Precious Metals shares in Q3 2026, an estimated $180K.
Wheaton Precious Metals made up 0.18% of Guardian Partners's portfolio in Q3 2026, its #88 holding.
Guardian Partners first reported a position in Wheaton Precious Metals in Q1 2025 and has held it in 7 quarters since.
294 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.