Mather Group’s Wheaton Precious Metals WPM Stock Holding History

Mather Group’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	$47.1K	Buy	352 +94	+36%	+$12.4K	﹤0.01%	1181
2026 Q2	$29K	Buy	258 +4	+2%	+$520	﹤0.01%	1249
2026 Q1	$33.3K	Buy	+254	New	+$35.3K	﹤0.01%	1152
2025 Q4	–	Sell	-2,375	Closed	-$266K	–	1652
2025 Q3	$266K	Hold	2,375	–	–	﹤0.01%	549
2025 Q2	$213K	Buy	2,375 +2,355	+11,775%	+$198K	﹤0.01%	585
2025 Q1	$1.55K	Hold	20	–	–	﹤0.01%	1594
2024 Q4	$1.12K	Hold	20	–	–	﹤0.01%	1603
2024 Q3	$1.22K	Sell	20 -650	-97%	-$38.7K	﹤0.01%	1539
2024 Q2	$31.6K	Sell	670 -845	-56%	-$45.2K	﹤0.01%	1136
2024 Q1	$74.8K	Buy	+1,515	New	+$68.4K	﹤0.01%	779

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

Mather Group's WPM Position: Q3 2026 in Review

Mather Group increased its Wheaton Precious Metals (WPM) stake by 36% in Q3 2026, buying an estimated $12.4K and bringing the position to 352 shares worth $47.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Mather Group first reported a position in WPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $266K in Q3 2025. 198 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

Mather Group held 352 shares of Wheaton Precious Metals worth $47.1K as of Q3 2026.
Mather Group bought 94 Wheaton Precious Metals shares in Q3 2026, an estimated $12.4K.
Wheaton Precious Metals made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1181 holding.
Mather Group first reported a position in Wheaton Precious Metals in Q1 2024 and has held it in 10 quarters since.
Mather Group's Wheaton Precious Metals position peaked at $266K in Q3 2025.
198 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.