Lauer Wealth
WPM icon

Lauer Wealth’s Wheaton Precious Metals WPM Stock Holding History

Lauer 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 		$463K Buy
3,433
+800
+30% +$106K 0.29% 49
2026
Q2 		$286K Buy
+2,633
New +$343K 0.17% 58

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TD Waterhouse Canada
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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

Lauer Wealth's WPM Position: Q3 2026 in Review

Lauer Wealth increased its Wheaton Precious Metals (WPM) stake by 30% in Q3 2026, buying an estimated $106K and bringing the position to 3,433 shares worth $463K. The position accounts for 0.29% of the portfolio, ranked #49.

Lauer Wealth first reported a position in WPM in Q2 2026 and has held it in 2 quarters since. 214 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

  • Lauer Wealth held 3,433 shares of Wheaton Precious Metals worth $463K as of Q3 2026.
  • Lauer Wealth bought 800 Wheaton Precious Metals shares in Q3 2026, an estimated $106K.
  • Wheaton Precious Metals made up 0.29% of Lauer Wealth's portfolio in Q3 2026, its #49 holding.
  • Lauer Wealth first reported a position in Wheaton Precious Metals in Q2 2026 and has held it in 2 quarters since.
  • 214 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.