Advisors Capital Management’s Wheaton Precious Metals WPM Stock Holding History

Advisors Capital Management’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 Q2	$754K	Buy	6,711 +1,550	+30%	+$202K	0.01%	374
2026 Q1	$676K	Buy	5,161 +2	+0%	+$278	0.01%	353
2025 Q4	$606K	Hold	5,159	–	–	0.01%	368
2025 Q3	$577K	Hold	5,159	–	–	0.01%	369
2025 Q2	$463K	Hold	5,159	–	–	0.01%	387
2025 Q1	$401K	Hold	5,159	–	–	0.01%	398
2024 Q4	$290K	Sell	5,159 -500	-9%	-$31K	﹤0.01%	453
2024 Q3	$346K	Hold	5,659	–	–	0.01%	410
2024 Q2	$297K	Sell	5,659 -1,200	-17%	-$64.2K	0.01%	420
2024 Q1	$323K	Sell	6,859 -315	-4%	-$14.2K	0.01%	406
2023 Q4	$354K	Buy	7,174 +15	+0.2%	+$679	0.01%	387
2023 Q3	$290K	Hold	7,159	–	–	0.01%	357
2023 Q2	$309K	Sell	7,159 -350	-5%	-$16.6K	0.01%	364
2023 Q1	$362K	Hold	7,509	–	–	0.01%	339
2022 Q4	$293K	Sell	7,509 -14	-0.2%	-$506	0.01%	382
2022 Q3	$284K	Buy	7,523 +14	+0.2%	+$460	0.01%	394
2022 Q2	$271K	Hold	7,509	–	–	0.01%	371
2022 Q1	$357K	Sell	7,509 -4	-0.1%	-$174	0.01%	342
2021 Q4	$323K	Hold	7,513	–	–	0.01%	356
2021 Q3	$282K	Hold	7,513	–	–	0.01%	362
2021 Q2	$331K	Hold	7,513	–	–	0.01%	320
2021 Q1	$287K	Sell	7,513 -22	-0.3%	-$873	0.01%	319
2020 Q4	$314K	Sell	7,535 -1	-0%	-$45	0.01%	288
2020 Q3	$370K	Buy	7,536 +36	+0.5%	+$1.83K	0.02%	256
2020 Q2	$330K	Buy	+7,500	New	+$295K	0.02%	249

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Advisors Capital Management's WPM Position: Q2 2026 in Review

Advisors Capital Management increased its Wheaton Precious Metals (WPM) stake by 30% in Q2 2026, buying an estimated $202K and bringing the position to 6,711 shares worth $754K. The position accounts for 0.01% of the portfolio, ranked #374.

Advisors Capital Management first reported a position in WPM in Q2 2020 and has held it in 25 quarters since. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Advisors Capital Management held 6,711 shares of Wheaton Precious Metals worth $754K as of Q2 2026.
Advisors Capital Management bought 1,550 Wheaton Precious Metals shares in Q2 2026, an estimated $202K.
Wheaton Precious Metals made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #374 holding.
Advisors Capital Management first reported a position in Wheaton Precious Metals in Q2 2020 and has held it in 25 quarters since.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.