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 Q3	$543K	Buy	4,065 +35	+0.9%	+$4.63K	0.01%	493
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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Apella Capital's WPM Position: Q3 2026 in Review

Apella Capital increased its Wheaton Precious Metals (WPM) stake by 0.87% in Q3 2026, buying an estimated $4.63K and bringing the position to 4,065 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #493.

Apella Capital first reported a position in WPM in Q1 2025 and has held it in 7 quarters since. The position peaked at $612K in Q1 2026. 483 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

Apella Capital held 4,065 shares of Wheaton Precious Metals worth $543K as of Q3 2026.
Apella Capital bought 35 Wheaton Precious Metals shares in Q3 2026, an estimated $4.63K.
Wheaton Precious Metals made up 0.01% of Apella Capital's portfolio in Q3 2026, its #493 holding.
Apella Capital first reported a position in Wheaton Precious Metals in Q1 2025 and has held it in 7 quarters since.
Apella Capital's Wheaton Precious Metals position peaked at $612K in Q1 2026.
483 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.