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

Capital Advisors Inc’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	$613K	Buy	5,454 +112	+2%	+$14.6K	0.01%	213
2026 Q1	$700K	Sell	5,342 -95	-2%	-$13.2K	0.01%	189
2025 Q4	$639K	Buy	5,437 +101	+2%	+$10.8K	0.01%	195
2025 Q3	$597K	Buy	5,336 +22	+0.4%	+$2.15K	0.01%	191
2025 Q2	$477K	Buy	5,314 +14	+0.3%	+$1.18K	0.01%	204
2025 Q1	$411K	Sell	5,300 -818	-13%	-$54.6K	0.01%	214
2024 Q4	$344K	Hold	6,118	–	–	0.01%	232
2024 Q3	$374K	Buy	+6,118	New	+$364K	0.01%	222

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

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

Capital Advisors Inc increased its Wheaton Precious Metals (WPM) stake by 2.1% in Q2 2026, buying an estimated $14.6K and bringing the position to 5,454 shares worth $613K. The position accounts for 0.01% of the portfolio, ranked #213.

Capital Advisors Inc first reported a position in WPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $700K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Capital Advisors Inc held 5,454 shares of Wheaton Precious Metals worth $613K as of Q2 2026.
Capital Advisors Inc bought 112 Wheaton Precious Metals shares in Q2 2026, an estimated $14.6K.
Wheaton Precious Metals made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #213 holding.
Capital Advisors Inc first reported a position in Wheaton Precious Metals in Q3 2024 and has held it in 8 quarters since.
Capital Advisors Inc's Wheaton Precious Metals position peaked at $700K in Q1 2026.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.