Shade Tree Advisors’s Wheaton Precious Metals WPM Stock Holding History

Shade Tree Advisors’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	$201K	Buy	+1,500	New	+$199K	0.11%	62

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

Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Shade Tree Advisors's WPM Position: Q3 2026 in Review

Shade Tree Advisors opened a new position in Wheaton Precious Metals (WPM) in Q3 2026: 1,500 shares worth $201K. The stake represents 0.11% of the portfolio and ranks #62 among its holdings.

310 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

Shade Tree Advisors held 1,500 shares of Wheaton Precious Metals worth $201K as of Q3 2026.
Wheaton Precious Metals was a new Shade Tree Advisors position in Q3 2026.
Wheaton Precious Metals made up 0.11% of Shade Tree Advisors's portfolio in Q3 2026, its #62 holding.
310 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.