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Caldwell Trust’s Wheaton Precious Metals WPM Stock Holding History

Caldwell Trust’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 		$24.1K Sell
215
-215
-50% -$28K ﹤0.01% 587
2026
Q1 		$56.3K Hold
430
– – 0.01% 476
2025
Q4 		$50.5K Buy
+430
New +$46K ﹤0.01% 482

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 $60.8B AUM 26.63% 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

Caldwell Trust's WPM Position: Q2 2026 in Review

Caldwell Trust reduced its Wheaton Precious Metals (WPM) stake by 50% in Q2 2026, selling an estimated $28K and leaving 215 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Caldwell Trust first reported a position in WPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $56.3K in Q1 2026. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Caldwell Trust held 215 shares of Wheaton Precious Metals worth $24.1K as of Q2 2026.
  • Caldwell Trust sold 215 Wheaton Precious Metals shares in Q2 2026, an estimated $28K.
  • Wheaton Precious Metals made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #587 holding.
  • Caldwell Trust first reported a position in Wheaton Precious Metals in Q4 2025 and has held it in 3 quarters since.
  • Caldwell Trust's Wheaton Precious Metals position peaked at $56.3K in Q1 2026.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.