Private Trust Company’s Wheaton Precious Metals WPM Stock Holding History

Private Trust Company’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	$10K	Buy	89 +5	+6%	+$651	﹤0.01%	2076
2026 Q1	$11K	Sell	84 -10	-11%	-$1.39K	﹤0.01%	1942
2025 Q4	$11K	Buy	94 +30	+47%	+$3.21K	﹤0.01%	1898
2025 Q3	$7.16K	Sell	64 -13	-17%	-$1.27K	﹤0.01%	2033
2025 Q2	$6.92K	Hold	77	–	–	﹤0.01%	1938
2025 Q1	$5.98K	Hold	77	–	–	﹤0.01%	1966
2024 Q4	$4.33K	Hold	77	–	–	﹤0.01%	2021
2024 Q3	$4.7K	Buy	77 +8	+12%	+$476	﹤0.01%	1966
2024 Q2	$3.62K	Buy	69 +17	+33%	+$909	﹤0.01%	2031
2024 Q1	$2.45K	Buy	+52	New	+$2.35K	﹤0.01%	2088
2014 Q3	–	Sell	-1,918	Closed	-$50K	–	2011
2014 Q2	$50K	Buy	1,918 +691	+56%	+$15.5K	0.02%	556
2014 Q1	$28K	Buy	+1,227	New	+$28.9K	0.01%	660
2013 Q3	–	Sell	-1,000	Closed	-$20K	–	1782
2013 Q2	$20K	Buy	+1,000	New	+$23.8K	0.01%	633

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Private Trust Company's WPM Position: Q2 2026 in Review

Private Trust Company increased its Wheaton Precious Metals (WPM) stake by 6% in Q2 2026, buying an estimated $651 and bringing the position to 89 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #2076.

Private Trust Company first reported a position in WPM in Q2 2013 and has held it in 13 quarters since. The position peaked at $50K in Q2 2014. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Private Trust Company held 89 shares of Wheaton Precious Metals worth $10K as of Q2 2026.
Private Trust Company bought 5 Wheaton Precious Metals shares in Q2 2026, an estimated $651.
Wheaton Precious Metals made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2076 holding.
Private Trust Company first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 13 quarters since.
Private Trust Company's Wheaton Precious Metals position peaked at $50K in Q2 2014.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.