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 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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Moody National Bank Trust Division's WPM Position: Q2 2026 in Review

Moody National Bank Trust Division held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 2,587 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #424.

Moody National Bank Trust Division first reported a position in WPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $409K in Q3 2025. 414 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Moody National Bank Trust Division held 2,587 shares of Wheaton Precious Metals worth $291K as of Q2 2026.
Moody National Bank Trust Division left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up 0.02% of Moody National Bank Trust Division's portfolio in Q2 2026, its #424 holding.
Moody National Bank Trust Division first reported a position in Wheaton Precious Metals in Q1 2025 and has held it in 6 quarters since.
Moody National Bank Trust Division's Wheaton Precious Metals position peaked at $409K in Q3 2025.
414 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.