Inlet Private Wealth’s Wheaton Precious Metals WPM Stock Holding History

Inlet Private Wealth’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	$2.65M	Hold	19,820	–	–	0.64%	48
2026 Q2	$2.23M	Sell	19,820 -5,000	-20%	-$651K	0.54%	57
2026 Q1	$3.25M	Sell	24,820 -5,450	-18%	-$758K	0.83%	40
2025 Q4	$3.56M	Sell	30,270 -3,700	-11%	-$396K	0.83%	43
2025 Q3	$3.8M	Hold	33,970	–	–	0.86%	40
2025 Q2	$3.05M	Hold	33,970	–	–	0.75%	44
2025 Q1	$2.64M	Hold	33,970	–	–	0.69%	48
2024 Q4	$1.91M	Sell	33,970 -4,900	-13%	-$303K	0.51%	64
2024 Q3	$2.37M	Sell	38,870 -200	-0.5%	-$11.9K	0.6%	58
2024 Q2	$2.05M	Hold	39,070	–	–	0.56%	57
2024 Q1	$1.84M	Hold	39,070	–	–	0.51%	59
2023 Q4	$1.93M	Sell	39,070 -400	-1%	-$18.1K	0.59%	56
2023 Q3	$1.6M	Sell	39,470 -2,450	-6%	-$106K	0.53%	60
2023 Q2	$1.81M	Hold	41,920	–	–	0.46%	63
2023 Q1	$2.02M	Sell	41,920 -1,700	-4%	-$74.3K	0.53%	59
2022 Q4	$1.7M	Sell	43,620 -4,300	-9%	-$155K	0.44%	64
2022 Q3	$1.55M	Buy	47,920 +6,700	+16%	+$220K	0.46%	63
2022 Q2	$1.48M	Buy	41,220 +5,900	+17%	+$256K	0.42%	62
2022 Q1	$1.68M	Buy	35,320 +5,620	+19%	+$244K	0.42%	65
2021 Q4	$1.28M	Buy	29,700 +1,050	+4%	+$43.2K	0.31%	74
2021 Q3	$1.08M	Buy	28,650 +6,550	+30%	+$286K	0.29%	75
2021 Q2	$974K	Buy	+22,100	New	+$983K	0.26%	80

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

PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

Inlet Private Wealth's WPM Position: Q3 2026 in Review

Inlet Private Wealth held its Wheaton Precious Metals (WPM) position steady in Q3 2026 at 19,820 shares worth $2.65M. The position accounts for 0.64% of the portfolio, ranked #48.

Inlet Private Wealth first reported a position in WPM in Q2 2021 and has held it in 22 quarters since. The position peaked at $3.8M in Q3 2025. 214 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

Inlet Private Wealth held 19,820 shares of Wheaton Precious Metals worth $2.65M as of Q3 2026.
Inlet Private Wealth left its Wheaton Precious Metals share count unchanged in Q3 2026.
Wheaton Precious Metals made up 0.64% of Inlet Private Wealth's portfolio in Q3 2026, its #48 holding.
Inlet Private Wealth first reported a position in Wheaton Precious Metals in Q2 2021 and has held it in 22 quarters since.
Inlet Private Wealth's Wheaton Precious Metals position peaked at $3.8M in Q3 2025.
214 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Inlet Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.