Pinnacle Associates
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Pinnacle Associates’s Wheaton Precious Metals WPM Stock Holding History

Pinnacle Associates’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 		$335K Sell
2,503
-130
-5% -$17.2K ﹤0.01% 772
2026
Q2 		$296K Hold
2,633
– – ﹤0.01% 822
2026
Q1 		$345K Hold
2,633
– – ﹤0.01% 755
2025
Q4 		$309K Hold
2,633
– – ﹤0.01% 782
2025
Q3 		$294K Sell
2,633
-500
-16% -$48.9K ﹤0.01% 755
2025
Q2 		$281K Sell
3,133
-370
-11% -$31.1K ﹤0.01% 752
2025
Q1 		$272K Sell
3,503
-400
-10% -$26.7K ﹤0.01% 733
2024
Q4 		$220K Sell
3,903
-297
-7% -$18.4K ﹤0.01% 791
2024
Q3 		$207K Buy
4,200
+300
+8% +$17.8K ﹤0.01% 762
2024
Q2 		$204K Buy
+3,900
New +$209K ﹤0.01% 773
2024
Q1 		– Sell
-4,200
Closed -$207K – 849
2023
Q4 		$207K Buy
+4,200
New +$190K ﹤0.01% 774
2023
Q2 		– Sell
-5,100
Closed -$246K – 843
2023
Q1 		$246K Buy
+5,100
New +$223K 0.01% 673
2022
Q2 		– Sell
-5,460
Closed -$260K – 797
2022
Q1 		$260K Buy
+5,460
New +$237K ﹤0.01% 702
2018
Q4 		– Sell
-10,150
Closed -$178K – 720
2018
Q3 		$178K Sell
10,150
-20,361
-67% -$390K ﹤0.01% 682
2018
Q2 		$673K Hold
30,511
– – 0.01% 472
2018
Q1 		$622K Sell
30,511
-1,000
-3% -$20.5K 0.01% 483
2017
Q4 		$697K Sell
31,511
-200
-0.6% -$4.17K 0.01% 455
2017
Q3 		$605K Sell
31,711
-65,718
-67% -$1.29M 0.01% 478
2017
Q2 		$1.94M Buy
97,429
+5,800
+6% +$119K 0.04% 309
2017
Q1 		$1.91M Buy
91,629
+1,483
+2% +$30.8K 0.04% 321
2016
Q4 		$1.74M Buy
+90,146
New +$1.88M 0.04% 322
2015
Q1 		– Sell
-29,744
Closed -$605K – 656
2014
Q4 		$605K Sell
29,744
-84,300
-74% -$1.68M 0.01% 434
2014
Q3 		$2.27M Sell
114,044
-6,800
-6% -$169K 0.05% 271
2014
Q2 		$3.18M Buy
120,844
+3,400
+3% +$76.1K 0.06% 234
2014
Q1 		$2.67M Buy
117,444
+67,115
+133% +$1.58M 0.05% 247
2013
Q4 		$1.02M Buy
50,329
+13,408
+36% +$291K 0.02% 354
2013
Q3 		$915K Buy
+36,921
New +$878K 0.02% 356

Other funds holding WPM

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Pinnacle Associates's WPM Position: Q3 2026 in Review

Pinnacle Associates reduced its Wheaton Precious Metals (WPM) stake by 4.9% in Q3 2026, selling an estimated $17.2K and leaving 2,503 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Pinnacle Associates first reported a position in WPM in Q3 2013 and has held it in 27 quarters since. The position peaked at $3.18M in Q2 2014. 480 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

  • Pinnacle Associates held 2,503 shares of Wheaton Precious Metals worth $335K as of Q3 2026.
  • Pinnacle Associates sold 130 Wheaton Precious Metals shares in Q3 2026, an estimated $17.2K.
  • Wheaton Precious Metals made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #772 holding.
  • Pinnacle Associates first reported a position in Wheaton Precious Metals in Q3 2013 and has held it in 27 quarters since.
  • Pinnacle Associates's Wheaton Precious Metals position peaked at $3.18M in Q2 2014.
  • 480 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.