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Moody National Bank Trust Division’s Wheaton Precious Metals WPM Stock Holding History

Moody National Bank Trust Division’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 		$404K Buy
3,018
+431
+17% +$57.1K 0.03% 373
2026
Q2 		$291K Hold
2,587
– – 0.02% 424
2026
Q1 		$339K Sell
2,587
-377
-13% -$52.4K 0.03% 396
2025
Q4 		$348K Sell
2,964
-693
-19% -$74.2K 0.03% 390
2025
Q3 		$409K Sell
3,657
-459
-11% -$44.9K 0.03% 372
2025
Q2 		$370K Hold
4,116
– – 0.03% 378
2025
Q1 		$320K Buy
+4,116
New +$275K 0.03% 399

Other funds holding WPM

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Moody National Bank Trust Division's WPM Position: Q3 2026 in Review

Moody National Bank Trust Division increased its Wheaton Precious Metals (WPM) stake by 17% in Q3 2026, buying an estimated $57.1K and bringing the position to 3,018 shares worth $404K. The position accounts for 0.03% of the portfolio, ranked #373.

Moody National Bank Trust Division first reported a position in WPM in Q1 2025 and has held it in 7 quarters since. The position peaked at $409K in Q3 2025. 33 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

  • Moody National Bank Trust Division held 3,018 shares of Wheaton Precious Metals worth $404K as of Q3 2026.
  • Moody National Bank Trust Division bought 431 Wheaton Precious Metals shares in Q3 2026, an estimated $57.1K.
  • Wheaton Precious Metals made up 0.03% of Moody National Bank Trust Division's portfolio in Q3 2026, its #373 holding.
  • Moody National Bank Trust Division first reported a position in Wheaton Precious Metals in Q1 2025 and has held it in 7 quarters since.
  • Moody National Bank Trust Division's Wheaton Precious Metals position peaked at $409K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.