WHEATON PRECIOUS METALS CORP (WPM)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
38
Reporting holders
$127.1M
Reported value
0.0%
Calls
0.0%
Puts
-824
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| DUDLEY & SHANLEY, INC. | $56.4M | 421,408 | 8.96% | 29q | -7.3%-$4.4M |
| Douglas Lane & Associates, LLC | $52.5M | 392,856 | 0.70% | 14q | -3.4%-$1.8M |
| SAPIENT CAPITAL LLC | $2.8M | 20,862 | 0.04% | 12q | -50.0%-$2.8M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.1M | 15,488 | 0.03% | 16q | +38.6%+$576.7K |
| PARK NATIONAL CORP /OH/ | $1.8M | 13,500 | 0.05% | 4q | HELD |
| Wealth Enhancement Trust Services, Inc. | $1.6M | 12,302 | 0.18% | 4q | -57.1%-$2.2M |
| Farther Finance Advisors, LLC | $1.4M | 10,834 | 0.01% | 16q | +10.4%+$136.0K |
| Investment Partners Asset Management, Inc. | $964.3K | 7,211 | 0.52% | 12q | -0.9%-$9.0K |
| Capital Advisors Wealth Management, LLC | $896.7K | 6,706 | 0.10% | 5q | +4.7%+$40.5K |
| CoreCap Advisors, LLC | $734.5K | 5,492 | 0.02% | 9q | HELD |
| Veracity Capital LLC | $602.3K | 4,504 | 0.16% | 27q | -40.7%-$413.9K |
| Venture Visionary Partners LLC | $599.2K | 4,481 | 0.02% | new | NEW |
| Apella Capital, LLC | $543.4K | 4,065 | 0.01% | 7q | +0.9%+$4.7K |
| BENEDICT FINANCIAL ADVISORS INC | $429.1K | 3,209 | 0.09% | 9q | -1.9%-$8.2K |
| Valeo Financial Advisors, LLC | $415.4K | 3,106 | 0.01% | 9q | +8.4%+$32.1K |
| MOODY NATIONAL BANK TRUST DIVISION | $403.6K | 3,018 | 0.03% | 7q | +16.7%+$57.6K |
| Athena Wealth Management, LLC | $371.5K | 2,779 | 0.27% | 4q | +21.3%+$65.2K |
| ARMSTRONG ADVISORY GROUP, INC | $349.8K | 2,616 | 0.02% | 16q | HELD |
| Versant Capital Management, Inc | $307.7K | 2,301 | 0.03% | 8q | +20.1%+$51.5K |
| Legacy Wealth Asset Management, LLC | $259.8K | 1,943 | 0.06% | 2q | +3.1%+$7.8K |
| CHAPIN DAVIS, INC. | $227.3K | 1,700 | 0.04% | new | NEW |
| Leverty Financial Group, LLC | $226.3K | 1,692 | 0.04% | new | NEW |
| GAMMA Investing LLC | $225.6K | 1,687 | 0.01% | 8q | -8.2%-$20.2K |
| Dickmeyer Boyce Financial Management, Inc. | $220.6K | 1,650 | 0.11% | new | NEW |
| Quintet Private Bank (Europe) S.A. | $187.4K | 1,400 | 0.01% | 8q | +100.0%+$93.7K |
| AMERICAN NATIONAL BANK & TRUST | $120.3K | 900 | 0.01% | 6q | HELD |
| Pacifica Partners Inc. | $109.9K | 835 | 0.03% | 28q | -13.0%-$16.4K |
| MassMutual Private Wealth & Trust, FSB | $67.0K | 501 | 0.00% | 32q | -15.9%-$12.7K |
| TOMPKINS FINANCIAL CORP | $42.4K | 317 | 0.00% | 19q | +28.3%+$9.4K |
| Bangor Savings Bank | $40.1K | 300 | 0.00% | new | NEW |
| Hickory Point Bank & Trust | $40.1K | 300 | 0.02% | new | NEW |
| Paladin Partners, LLC | $26.9K | 201 | 0.02% | 2q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $24.6K | 184 | 0.01% | 4q | HELD |
| Bank & Trust Co | $18.1K | 135 | 0.01% | 10q | HELD |
| Mn Services Vermogensbeheer B.V. | $17.7K | 132,332 | 0.13% | 31q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $13.8K | 103 | 0.00% | 17q | HELD |
| GK Wealth Management LLC | $9.8K | 73 | 0.01% | new | NEW |
| Retirement Wealth Solutions LLC | $8.3K | 62 | 0.00% | new | NEW |
| Trust Co | $1.6K | 12 | 0.00% | 4q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 38 | $127.1M | 950,733 | 8 | 11 | 10 | 0.0% |
| Q2 2026 | 862 | $34.7B | 296,552,712 | 82 | 299 | 255 | 2.9% |
| Q1 2026 | 864 | $38.2B | 283,559,042 | 119 | 267 | 290 | 2.6% |
| Q4 2025 | 820 | $34.9B | 289,827,949 | 97 | 244 | 230 | 2.4% |
| Q3 2025 | 762 | $33.4B | 289,281,755 | 106 | 255 | 202 | 3.2% |
| Q2 2025 | 702 | $27.6B | 301,545,353 | 77 | 202 | 246 | 1.9% |
| Q1 2025 | 673 | $22.9B | 288,539,213 | 87 | 193 | 209 | 2.2% |
| Q4 2024 | 636 | $16.7B | 291,537,125 | 60 | 185 | 183 | 1.9% |
| Q3 2024 | 610 | $17.8B | 283,101,314 | 81 | 181 | 175 | 2.1% |
| Q2 2024 | 558 | $15.1B | 281,210,608 | 78 | 172 | 164 | 2.2% |
| Q1 2024 | 522 | $13.9B | 283,184,011 | 54 | 152 | 171 | 3.1% |
| Q4 2023 | 539 | $14.5B | 285,906,932 | 69 | 154 | 155 | 2.8% |
| Q3 2023 | 492 | $11.7B | 281,091,186 | 34 | 140 | 153 | 2.6% |
| Q2 2023 | 514 | $12.3B | 274,749,597 | 53 | 147 | 168 | 3.0% |
| Q1 2023 | 512 | $14.9B | 296,742,799 | 48 | 158 | 145 | 4.0% |
| Q4 2022 | 513 | $11.6B | 281,315,587 | 77 | 154 | 157 | 4.8% |
| Q3 2022 | 463 | $9.0B | 265,544,513 | 36 | 168 | 146 | 4.8% |
| Q2 2022 | 495 | $9.8B | 260,187,060 | 46 | 176 | 134 | 4.4% |
| Q1 2022 | 525 | $12.9B | 262,536,090 | 76 | 170 | 136 | 3.6% |
| Q4 2021 | 498 | $11.9B | 260,287,269 | 50 | 137 | 143 | 6.2% |
| Q3 2021 | 470 | $9.9B | 255,692,520 | 53 | 139 | 134 | 2.5% |
| Q2 2021 | 471 | $11.5B | 253,443,475 | 51 | 161 | 123 | 2.4% |
| Q1 2021 | 467 | $9.7B | 245,676,250 | 55 | 165 | 129 | 3.2% |
| Q4 2020 | 466 | $11.1B | 255,177,672 | 62 | 153 | 122 | 4.5% |
| Q3 2020 | 451 | $14.4B | 281,074,304 | 66 | 137 | 136 | 4.0% |
| Q2 2020 | 424 | $13.4B | 289,724,061 | 77 | 125 | 138 | 3.1% |
| Q1 2020 | 383 | $7.6B | 265,809,998 | 54 | 118 | 122 | 2.7% |
| Q4 2019 | 406 | $7.9B | 252,751,736 | 41 | 126 | 110 | 3.4% |
| Q3 2019 | 380 | $6.7B | 243,191,594 | 75 | 109 | 100 | 4.2% |
| Q2 2019 | 344 | $6.2B | 247,174,926 | 33 | 116 | 104 | 4.6% |
| Q1 2019 | 351 | $6.1B | 251,012,701 | 54 | 97 | 97 | 3.2% |
| Q4 2018 | 322 | $5.0B | 249,898,900 | 3 | 5 | 7 | 3.2% |