Caldwell Sutter Capital’s Wheaton Precious Metals WPM Stock Holding History

Caldwell Sutter 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	$7.3K	Hold	65	–	–	﹤0.01%	647
2026 Q1	$8.52K	Sell	65 -35	-35%	-$4.87K	﹤0.01%	577
2025 Q4	$11.8K	Sell	100 -25	-20%	-$2.68K	0.01%	531
2025 Q3	$14K	Hold	125	–	–	0.01%	514
2025 Q2	$11.2K	Hold	125	–	–	0.01%	521
2025 Q1	$9.7K	Buy	125 +50	+67%	+$3.34K	﹤0.01%	545
2024 Q4	$4.22K	Hold	75	–	–	﹤0.01%	659
2024 Q3	$4.58K	Hold	75	–	–	﹤0.01%	653
2024 Q2	$3.93K	Hold	75	–	–	﹤0.01%	662
2024 Q1	$3.54K	Hold	75	–	–	﹤0.01%	672
2023 Q4	$3.7K	Sell	75 -25	-25%	-$1.13K	﹤0.01%	666
2023 Q3	$4.05K	Hold	100	–	–	﹤0.01%	633
2023 Q2	$4.32K	Buy	+100	New	+$4.75K	﹤0.01%	631

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

Caldwell Sutter Capital's WPM Position: Q2 2026 in Review

Caldwell Sutter Capital held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 65 shares worth $7.3K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Caldwell Sutter Capital first reported a position in WPM in Q2 2023 and has held it in 13 quarters since. The position peaked at $14K in Q3 2025. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Caldwell Sutter Capital held 65 shares of Wheaton Precious Metals worth $7.3K as of Q2 2026.
Caldwell Sutter Capital left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #647 holding.
Caldwell Sutter Capital first reported a position in Wheaton Precious Metals in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's Wheaton Precious Metals position peaked at $14K in Q3 2025.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.