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

Capital Investment Advisors’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 		$251K Sell
2,232
-280
-11% -$36.4K ﹤0.01% 692
2026
Q1 		$329K Buy
2,512
+52
+2% +$7.23K ﹤0.01% 591
2025
Q4 		$289K Buy
2,460
+93
+4% +$9.96K ﹤0.01% 611
2025
Q3 		$265K Buy
2,367
+66
+3% +$6.45K ﹤0.01% 627
2025
Q2 		$207K Buy
+2,301
New +$194K ﹤0.01% 658

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

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

Capital Investment Advisors reduced its Wheaton Precious Metals (WPM) stake by 11% in Q2 2026, selling an estimated $36.4K and leaving 2,232 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Capital Investment Advisors first reported a position in WPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $329K in Q1 2026. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Capital Investment Advisors held 2,232 shares of Wheaton Precious Metals worth $251K as of Q2 2026.
  • Capital Investment Advisors sold 280 Wheaton Precious Metals shares in Q2 2026, an estimated $36.4K.
  • Wheaton Precious Metals made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #692 holding.
  • Capital Investment Advisors first reported a position in Wheaton Precious Metals in Q2 2025 and has held it in 5 quarters since.
  • Capital Investment Advisors's Wheaton Precious Metals position peaked at $329K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.