Capital Analysts LLC’s Wheaton Precious Metals WPM Stock Holding History

Capital Analysts LLC’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 Q1	$126K	Sell	958 -22	-2%	-$3.06K	﹤0.01%	744
2025 Q4	$116K	Hold	980	–	–	﹤0.01%	736
2025 Q3	$110K	Buy	980 +201	+26%	+$19.6K	﹤0.01%	711
2025 Q2	$70K	Sell	779 -520	-40%	-$43.8K	﹤0.01%	745
2025 Q1	$101K	Sell	1,299 -742	-36%	-$49.5K	﹤0.01%	642
2024 Q4	$115K	Buy	2,041 +775	+61%	+$48K	﹤0.01%	583
2024 Q3	$77K	Sell	1,266 -533	-30%	-$31.7K	﹤0.01%	640
2024 Q2	$94K	Hold	1,799	–	–	﹤0.01%	590
2024 Q1	$85K	Hold	1,799	–	–	﹤0.01%	578
2023 Q4	$89K	Sell	1,799 -1,170	-39%	-$52.9K	﹤0.01%	550
2023 Q3	$120K	Buy	+2,969	New	+$128K	0.01%	457
2020 Q4	–	Sell	-150	Closed	-$7K	–	817
2020 Q3	$7K	Hold	150	–	–	﹤0.01%	627
2020 Q2	$7K	Hold	150	–	–	﹤0.01%	585
2020 Q1	$4K	Hold	150	–	–	﹤0.01%	609
2019 Q4	$4K	Hold	150	–	–	﹤0.01%	636
2019 Q3	$3K	Hold	150	–	–	﹤0.01%	645
2019 Q2	$4K	Hold	150	–	–	﹤0.01%	599
2019 Q1	$3K	Sell	150 -930	-86%	-$19.8K	﹤0.01%	594
2018 Q4	$21K	Hold	1,080	–	–	﹤0.01%	402
2018 Q3	$19K	Hold	1,080	–	–	﹤0.01%	399
2018 Q2	$24K	Buy	1,080 +930	+620%	+$20K	﹤0.01%	393
2018 Q1	$3K	Buy	+150	New	+$3.08K	﹤0.01%	521

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Analysts LLC's WPM Position: Q1 2026 in Review

Capital Analysts LLC reduced its Wheaton Precious Metals (WPM) stake by 2.2% in Q1 2026, selling an estimated $3.06K and leaving 958 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Capital Analysts LLC first reported a position in WPM in Q1 2018 and has held it in 22 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Capital Analysts LLC held 958 shares of Wheaton Precious Metals worth $126K as of Q1 2026.
Capital Analysts LLC sold 22 Wheaton Precious Metals shares in Q1 2026, an estimated $3.06K.
Wheaton Precious Metals made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #744 holding.
Capital Analysts LLC first reported a position in Wheaton Precious Metals in Q1 2018 and has held it in 22 quarters since.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.