Perpetual Ltd’s Wheaton Precious Metals WPM Stock Holding History

Perpetual Ltd’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	$22.2M	Sell	166,365 -752	-0.4%	-$100K	0.34%	78
2026 Q2	$18.8M	Sell	167,117 -7,686	-4%	-$1000K	0.27%	90
2026 Q1	$22.9M	Sell	174,803 -45,485	-21%	-$6.33M	0.35%	79
2025 Q4	$25.9M	Sell	220,288 -129,753	-37%	-$13.9M	0.37%	72
2025 Q3	$39.1M	Sell	350,041 -230,660	-40%	-$22.5M	0.49%	49
2025 Q2	$52.1M	Sell	580,701 -68,922	-11%	-$5.8M	0.61%	54
2025 Q1	$50.4M	Buy	+649,623	New	+$43.3M	0.61%	52

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 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

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Perpetual Ltd's WPM Position: Q3 2026 in Review

Perpetual Ltd reduced its Wheaton Precious Metals (WPM) stake by 0.45% in Q3 2026, selling an estimated $100K and leaving 166,365 shares worth $22.2M. The position accounts for 0.34% of the portfolio, ranked #78.

Perpetual Ltd first reported a position in WPM in Q1 2025 and has held it in 7 quarters since. The position peaked at $52.1M in Q2 2025. 274 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

Perpetual Ltd held 166,365 shares of Wheaton Precious Metals worth $22.2M as of Q3 2026.
Perpetual Ltd sold 752 Wheaton Precious Metals shares in Q3 2026, an estimated $100K.
Wheaton Precious Metals made up 0.34% of Perpetual Ltd's portfolio in Q3 2026, its #78 holding.
Perpetual Ltd first reported a position in Wheaton Precious Metals in Q1 2025 and has held it in 7 quarters since.
Perpetual Ltd's Wheaton Precious Metals position peaked at $52.1M in Q2 2025.
274 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.