Whittier Trust’s Wheaton Precious Metals WPM Stock Holding History

Whittier Trust’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
2025 Q3	–	Sell	-763	Closed	-$68.5K	–	1630
2025 Q2	$68.5K	Hold	763	–	–	﹤0.01%	880
2025 Q1	$59.2K	Buy	763 +333	+77%	+$22.2K	﹤0.01%	899
2024 Q4	$24.2K	Hold	430	–	–	﹤0.01%	1065
2024 Q3	$26.3K	Hold	430	–	–	﹤0.01%	1044
2024 Q2	$22.5K	Buy	430 +205	+91%	+$11K	﹤0.01%	1071
2024 Q1	$10.6K	Hold	225	–	–	﹤0.01%	1258
2023 Q4	$11.1K	Hold	225	–	–	﹤0.01%	1216
2023 Q3	$9.12K	Hold	225	–	–	﹤0.01%	1284
2023 Q2	$9.72K	Hold	225	–	–	﹤0.01%	1276
2023 Q1	$10.8K	Hold	225	–	–	﹤0.01%	1291
2022 Q4	$8.79K	Hold	225	–	–	﹤0.01%	1319
2022 Q3	$7K	Sell	225 -225	-50%	-$7.39K	﹤0.01%	1406
2022 Q2	$16K	Hold	450	–	–	﹤0.01%	1233
2022 Q1	$21K	Hold	450	–	–	﹤0.01%	1195
2021 Q4	$19K	Hold	450	–	–	﹤0.01%	1201
2021 Q3	$17K	Hold	450	–	–	﹤0.01%	1169
2021 Q2	$20K	Hold	450	–	–	﹤0.01%	1147
2021 Q1	$17K	Hold	450	–	–	﹤0.01%	1169
2020 Q4	$19K	Hold	450	–	–	﹤0.01%	1062
2020 Q3	$22K	Buy	+450	New	+$22.9K	﹤0.01%	989
2016 Q4	–	Sell	-2,039	Closed	-$55K	–	1229
2016 Q3	$55K	Hold	2,039	–	–	﹤0.01%	684
2016 Q2	$48K	Hold	2,039	–	–	﹤0.01%	726
2016 Q1	$34K	Buy	+2,039	New	+$29.5K	﹤0.01%	788

Other funds holding WPM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Whittier Trust's WPM Position: Q3 2025 in Review

Whittier Trust sold out of Wheaton Precious Metals (WPM) in Q3 2025, closing a stake of 763 shares — an estimated $68.5K sold.

Whittier Trust first reported a position in WPM in Q1 2016 and held it in 23 quarters. The position peaked at $68.5K in Q2 2025. 751 funds tracked by Wall St. Rank hold WPM as of Q3 2025.

Whittier Trust reported no remaining Wheaton Precious Metals position as of Q3 2025 after selling out during the quarter.
Whittier Trust sold 763 Wheaton Precious Metals shares in Q3 2025, an estimated $68.5K.
Whittier Trust first reported a position in Wheaton Precious Metals in Q1 2016 and held it in 23 quarters.
Whittier Trust's Wheaton Precious Metals position peaked at $68.5K in Q2 2025.
751 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.