Capital Advisors Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Capital Advisors Wealth Management’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	$719K	Sell	6,403 -98	-2%	-$12.8K	0.08%	123
2026 Q1	$852K	Buy	6,501 +3,403	+110%	+$473K	0.11%	106
2025 Q4	$364K	Buy	3,098 +675	+28%	+$72.3K	0.05%	153
2025 Q3	$271K	Buy	+2,423	New	+$237K	0.04%	182

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 Wealth Management's WPM Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its Wheaton Precious Metals (WPM) stake by 1.5% in Q2 2026, selling an estimated $12.8K and leaving 6,403 shares worth $719K. The position accounts for 0.08% of the portfolio, ranked #123.

Capital Advisors Wealth Management first reported a position in WPM in Q3 2025 and has held it in 4 quarters since. The position peaked at $852K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Capital Advisors Wealth Management held 6,403 shares of Wheaton Precious Metals worth $719K as of Q2 2026.
Capital Advisors Wealth Management sold 98 Wheaton Precious Metals shares in Q2 2026, an estimated $12.8K.
Wheaton Precious Metals made up 0.08% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #123 holding.
Capital Advisors Wealth Management first reported a position in Wheaton Precious Metals in Q3 2025 and has held it in 4 quarters since.
Capital Advisors Wealth Management's Wheaton Precious Metals position peaked at $852K in Q1 2026.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

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