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Tompkins Financial’s Wheaton Precious Metals WPM Stock Holding History

Tompkins Financial’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 		$42.4K Buy
317
+70
+28% +$9.27K ﹤0.01% 354
2026
Q2 		$27.7K Hold
247
– – ﹤0.01% 379
2026
Q1 		$32.4K Hold
247
– – ﹤0.01% 353
2025
Q4 		$29K Hold
247
– – ﹤0.01% 347
2025
Q3 		$27.6K Hold
247
– – ﹤0.01% 365
2025
Q2 		$22.2K Hold
247
– – ﹤0.01% 382
2025
Q1 		$19.2K Hold
247
– – ﹤0.01% 407
2024
Q4 		$13.9K Hold
247
– – ﹤0.01% 411
2024
Q3 		$15.1K Hold
247
– – ﹤0.01% 442
2024
Q2 		$12.9K Hold
247
– – ﹤0.01% 470
2024
Q1 		$11.6K Hold
247
– – ﹤0.01% 489
2023
Q4 		$12.2K Hold
247
– – ﹤0.01% 476
2023
Q3 		$10K Hold
247
– – ﹤0.01% 468
2023
Q2 		$10.7K Hold
247
– – ﹤0.01% 472
2023
Q1 		$11.9K Hold
247
– – ﹤0.01% 470
2022
Q4 		$10K Hold
247
– – ﹤0.01% 486
2022
Q3 		$8K Hold
247
– – ﹤0.01% 500
2022
Q2 		$9K Hold
247
– – ﹤0.01% 481
2022
Q1 		$12K Buy
+247
New +$10.7K ﹤0.01% 478

Other funds holding WPM

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Tompkins Financial's WPM Position: Q3 2026 in Review

Tompkins Financial increased its Wheaton Precious Metals (WPM) stake by 28% in Q3 2026, buying an estimated $9.27K and bringing the position to 317 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Tompkins Financial first reported a position in WPM in Q1 2022 and has held it in 19 quarters since. 29 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

  • Tompkins Financial held 317 shares of Wheaton Precious Metals worth $42.4K as of Q3 2026.
  • Tompkins Financial bought 70 Wheaton Precious Metals shares in Q3 2026, an estimated $9.27K.
  • Wheaton Precious Metals made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #354 holding.
  • Tompkins Financial first reported a position in Wheaton Precious Metals in Q1 2022 and has held it in 19 quarters since.
  • 29 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.