Capital Wealth Planning’s Wheaton Precious Metals WPM Stock Holding History

Capital Wealth Planning’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	$17.4M	Sell	154,869 -12,623	-8%	-$1.64M	0.09%	79
2026 Q1	$21.9M	Buy	167,492 +77,862	+87%	+$10.8M	0.12%	51
2025 Q4	$10.6M	Sell	89,630 -2,344	-3%	-$251K	0.07%	63
2025 Q3	$10.3M	Buy	91,974 +22,080	+32%	+$2.16M	0.07%	50
2025 Q2	$6.28M	Sell	69,894 -14,392	-17%	-$1.21M	0.05%	49
2025 Q1	$6.53M	Buy	84,286 +71,154	+542%	+$4.75M	0.06%	36
2024 Q4	$739K	Buy	+13,132	New	+$813K	0.01%	98

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 $60.8B AUM 26.63% 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 Wealth Planning's WPM Position: Q2 2026 in Review

Capital Wealth Planning reduced its Wheaton Precious Metals (WPM) stake by 7.5% in Q2 2026, selling an estimated $1.64M and leaving 154,869 shares worth $17.4M. The position accounts for 0.09% of the portfolio, ranked #79.

Capital Wealth Planning first reported a position in WPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.9M in Q1 2026. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Capital Wealth Planning held 154,869 shares of Wheaton Precious Metals worth $17.4M as of Q2 2026.
Capital Wealth Planning sold 12,623 Wheaton Precious Metals shares in Q2 2026, an estimated $1.64M.
Wheaton Precious Metals made up 0.09% of Capital Wealth Planning's portfolio in Q2 2026, its #79 holding.
Capital Wealth Planning first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 7 quarters since.
Capital Wealth Planning's Wheaton Precious Metals position peaked at $21.9M in Q1 2026.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.