Apella Capital’s Wheaton Precious Metals WPM Stock Holding History

Apella Capital’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	$451K	Buy	4,030 +14	+0.3%	+$1.82K	0.01%	489
2026 Q1	$612K	Buy	4,016 +521	+15%	+$72.5K	0.01%	423
2025 Q4	$411K	Buy	3,495 +4	+0.1%	+$428	0.01%	394
2025 Q3	$396K	Buy	3,491 +35	+1%	+$3.42K	0.01%	361
2025 Q2	$320K	Buy	3,456 +471	+16%	+$39.7K	0.01%	344
2025 Q1	$223K	Buy	+2,985	New	+$199K	0.01%	362

Other funds holding WPM

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Hendley & Co Zanesville, Ohio $283M AUM 19.89% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Apella Capital's WPM Position: Q2 2026 in Review

Apella Capital increased its Wheaton Precious Metals (WPM) stake by 0.35% in Q2 2026, buying an estimated $1.82K and bringing the position to 4,030 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #489.

Apella Capital first reported a position in WPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $612K in Q1 2026. 112 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Apella Capital held 4,030 shares of Wheaton Precious Metals worth $451K as of Q2 2026.
Apella Capital bought 14 Wheaton Precious Metals shares in Q2 2026, an estimated $1.82K.
Wheaton Precious Metals made up 0.01% of Apella Capital's portfolio in Q2 2026, its #489 holding.
Apella Capital first reported a position in Wheaton Precious Metals in Q1 2025 and has held it in 6 quarters since.
Apella Capital's Wheaton Precious Metals position peaked at $612K in Q1 2026.
112 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.