Filing Research | WHEATON PRECIOUS METALS CORP Institutional Holdings

Snapshot holdings

50 / 207 loaded

#		Instrument	quantity
1	Canoe Financial LP	Shares	598.9KSH	$67.3M
2	Addenda Capital Inc.	Shares	377.0KSH	$60.1M
3	DUDLEY & SHANLEY, INC.	Shares	454.6KSH	$51.1M
4	Douglas Lane & Associates, LLC	Shares	406.5KSH	$45.7M
5	EXCHANGE TRADED CONCEPTS, LLC	Shares	391.1KSH	$43.9M
6	LBP AM SA	Shares	221.6KSH	$24.9M
7	INTACT INVESTMENT MANAGEMENT INC.	Shares	174.6KSH	$19.6M
8	Perpetual Ltd	Shares	167.1KSH	$18.8M
9	MONTRUSCO BOLTON INVESTMENTS INC.	Shares	151.4KSH	$17.0M
10	PKO Investment Management Joint-Stock Co	Shares	150.5KSH	$16.9M
11	CIDEL ASSET MANAGEMENT INC	Shares	137.5KSH	$15.5M
12	CWA Asset Management Group, LLC	Shares	124.0KSH	$13.9M
13	Fideuram Asset Management (Ireland) dac	Shares	62.3KSH	$10.8M
14	Avanza Fonder AB	Shares	65.4KSH	$10.4M
15	SeaBridge Investment Advisors LLC	Shares	73.6KSH	$8.3M
16	LOUISBOURG INVESTMENTS INC.	Shares	65.2KSH	$7.3M
17	Prospera Financial Services Inc	Shares	60.5KSH	$6.8M
18	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	Shares	57.2KSH	$6.4M
19	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	56.8KSH	$6.4M
20	Mediolanum International Funds Ltd	Shares	55.3KSH	$6.1M
21	PensionDanmark Pensionsforsikringsaktieselskab	Shares	53.0KSH	$6.0M
22	Y-Intercept (Hong Kong) Ltd	Shares	51.8KSH	$5.8M
23	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	51.4KSH	$5.8M
24	Triasima Portfolio Management inc.	Shares	42.7KSH	$4.8M
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	43.0KSH	$4.7M
26	Turning Point Benefit Group, Inc.	Shares	40.2KSH	$4.5M
27	Plancorp, LLC	Shares	38.4KSH	$4.1M
28	Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.	Shares	35.6KSH	$4.0M
29	Enclave Advisors LLC	PUT	33.0KPRN	$3.7M
30	Enclave Advisors LLC	Shares	33.0KSH	$3.7M
31	Bensler, LLC	Shares	31.6KSH	$3.6M
32	McAlvany Wealth Management LLC	Shares	30.9KSH	$3.5M
33	VIEWPOINT INVESTMENT PARTNERS CORP	Shares	29.7KSH	$3.2M
34	TRUST CO OF TOLEDO NA /OH/	Shares	27.4KSH	$3.1M
35	D.A. DAVIDSON & CO.	Shares	26.3KSH	$3.0M
36	TCFG Investment Advisors, LLC	Shares	25.9KSH	$2.9M
37	TMB Capital Partners, LLC	Shares	25.5KSH	$2.9M
38	DAVENPORT & Co LLC	Shares	24.1KSH	$2.7M
39	ASR Vermogensbeheer N.V.	Shares	23.9KSH	$2.7M
40	PFG Investments, LLC	Shares	22.2KSH	$2.5M
41	Sequoia Financial Advisors, LLC	Shares	22.2KSH	$2.5M
42	SAPIENT CAPITAL LLC	Shares	20.9KSH	$2.3M
43	Assenagon Asset Management S.A.	Shares	20.6KSH	$2.3M
44	Abacus Wealth Partners, LLC	Shares	20.6KSH	$2.3M
45	JOHNSON INVESTMENT COUNSEL INC	Shares	20.5KSH	$2.3M
46	KOM Wealth Management Group, LLC	Shares	20.0KSH	$2.3M
47	Rare Wolf Capital LLC	Shares	19.4KSH	$2.2M
48	Value Partners Investments Inc.	Shares	19.3KSH	$2.2M
49	EQUITABLE TRUST CO	Shares	18.6KSH	$2.1M
50	Generali Investments CEE, investicni spolecnost, a.s.	Shares	17.0KSH	$1.9M

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Manager changes2026-06-30 vs 2026-03-31

50 / 226 loaded

#		Instrument
1	CIDEL ASSET MANAGEMENT INC added	Shares	+135.8K	+$15.2M	$15.5M
2	CWA Asset Management Group, LLC added	Shares	+120.6K	+$13.5M	$13.9M
3	Fideuram Asset Management (Ireland) dac added	Shares	+56.5K	+$9.6M	$10.8M
4	Canoe Financial LP added	Shares	+143.2K	+$7.5M	$67.3M
5	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+102.8K	+$6.2M	$43.9M
6	Sequoia Financial Advisors, LLC added	Shares	+11.0K	+$1.0M	$2.5M
7	Avanza Fonder AB added	Shares	+13.3K	+$916.8K	$10.4M
8	AVALON CAPITAL MANAGEMENT added	Shares	+7.9K	+$819.3K	$1.3M
9	J.W. COLE ADVISORS, INC. new	Shares	+6.2K	+$697.6K	$697.6K
10	BENJAMIN EDWARDS INC added	Shares	+5.5K	+$404.9K	$1.9M
11	Interchange Capital Partners, LLC new	Shares	+3.4K	+$377.5K	$377.5K
12	BSW Wealth Partners new	Shares	+3.0K	+$335.2K	$335.2K
13	Lauer Wealth, LLC new	Shares	+2.6K	+$285.7K	$285.7K
14	Portside Wealth Group, LLC new	Shares	+2.5K	+$283.5K	$283.5K
15	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC new	Shares	+2.5K	+$280.8K	$280.8K
16	ALTERNA WEALTH MANAGEMENT, INC new	Shares	+1.9K	+$213.5K	$213.5K
17	Legacy Wealth Asset Management, LLC new	Shares	+1.9K	+$211.7K	$211.7K
18	ARMSTRONG ADVISORY GROUP, INC added	Shares	+1.2K	+$103.3K	$293.8K
19	HAGER INVESTMENT MANAGEMENT SERVICES, LLC added	Shares	+1.1K	+$91.4K	$344.1K
20	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+749	+$79.6K	$111.5K
21	Mirae Asset Global Investments Co., Ltd. added	Shares	+964	+$75.0K	$308.2K
22	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+1.2K	+$71.4K	$430.0K
23	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+2.2K	+$65.1K	$1.4M
24	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+450	+$50.5K	$50.5K
25	QRG CAPITAL MANAGEMENT, INC. added	Shares	+682	+$31.1K	$349.8K
26	Fermata Advisors, LLC added	Shares	+572	+$31.1K	$263.5K
27	Alpha Zero LLC added	Shares	+804	+$16.3K	$346.9K
28	New Harbor Financial Group, LLC added	Shares	+681	+$15.5K	$442.9K
29	LifeSteps Financial, Inc. new	Shares	+40	+$4.5K	$4.5K
30	HIGHLINE WEALTH PARTNERS LLC added	Shares	+40	+$4.4K	$4.9K
31	Cape Investment Advisory, Inc. new	Shares	+34	+$3.8K	$3.8K
32	Noble Wealth Management PBC new	Shares	+10	+$1.1K	$1.1K
33	Kings Path Partners LLC new	Shares	+8	+$899	$899
34	PARK AVENUE SECURITIES LLC new	Shares	+4.3K	+$483	$483
35	Farmers & Merchants Trust Co of Chambersburg PA new	Shares	+10	+$1	$1
36	Ulland Investment Advisors, LLC unchanged	Shares	0	-$9	$53
37	LRI Investments, LLC added	Shares	+4	-$55	$3.5K
38	Fruth Investment Management unchanged	Shares	0	-$104	$623
39	CIGNA INVESTMENTS INC /NEW added	Shares	+154	-$131	$921
40	Wilkerson Advisory Group LLC unchanged	Shares	0	-$187	$1.1K
41	Trust Co unchanged	Shares	0	-$224	$1.3K
42	Vermillion Wealth Management, Inc. unchanged	Shares	0	-$224	$1.3K
43	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC exited	Shares	-2.3K	-$304	$0
44	Crewe Advisors LLC unchanged	Shares	0	-$337	$2.0K
45	HM PAYSON & CO unchanged	Shares	0	-$729	$4.4K
46	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$747	$4.5K
47	GHP Investment Advisors, Inc. unchanged	Shares	0	-$766	$4.6K
48	HENDLEY & CO INC added	Shares	+7.3K	-$936	$11.4K
49	Aventura Private Wealth, LLC added	Shares	+35	-$1.8K	$38.5K
50	Hilltop National Bank unchanged	Shares	0	-$1.9K	$11.2K

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