Portside Wealth Group
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Portside Wealth Group’s Wheaton Precious Metals WPM Stock Holding History

Portside Wealth 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 		$331K Sell
2,479
-45
-2% -$5.96K 0.04% 385
2026
Q2 		$283K Buy
+2,524
New +$328K 0.03% 415

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TD Waterhouse Canada
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Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

Portside Wealth Group's WPM Position: Q3 2026 in Review

Portside Wealth Group reduced its Wheaton Precious Metals (WPM) stake by 1.8% in Q3 2026, selling an estimated $5.96K and leaving 2,479 shares worth $331K. The position accounts for 0.04% of the portfolio, ranked #385.

Portside Wealth Group first reported a position in WPM in Q2 2026 and has held it in 2 quarters since. 214 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

  • Portside Wealth Group held 2,479 shares of Wheaton Precious Metals worth $331K as of Q3 2026.
  • Portside Wealth Group sold 45 Wheaton Precious Metals shares in Q3 2026, an estimated $5.96K.
  • Wheaton Precious Metals made up 0.04% of Portside Wealth Group's portfolio in Q3 2026, its #385 holding.
  • Portside Wealth Group first reported a position in Wheaton Precious Metals in Q2 2026 and has held it in 2 quarters since.
  • 214 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.