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

Aptus Capital Advisors’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 		$217K Sell
1,928
-76
-4% -$9.89K ﹤0.01% 1089
2026
Q1 		$263K Sell
2,004
-95
-5% -$13.2K ﹤0.01% 919
2025
Q4 		$247K Buy
+2,099
New +$225K ﹤0.01% 960

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Aptus Capital Advisors reduced its Wheaton Precious Metals (WPM) stake by 3.8% in Q2 2026, selling an estimated $9.89K and leaving 1,928 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Aptus Capital Advisors first reported a position in WPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $263K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Aptus Capital Advisors held 1,928 shares of Wheaton Precious Metals worth $217K as of Q2 2026.
  • Aptus Capital Advisors sold 76 Wheaton Precious Metals shares in Q2 2026, an estimated $9.89K.
  • Wheaton Precious Metals made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1089 holding.
  • Aptus Capital Advisors first reported a position in Wheaton Precious Metals in Q4 2025 and has held it in 3 quarters since.
  • Aptus Capital Advisors's Wheaton Precious Metals position peaked at $263K in Q1 2026.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.