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Caprock Group’s Wheaton Precious Metals WPM Stock Holding History

Caprock Group’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 		– Sell
-2,642
Closed -$310K – 1312
2025
Q4 		$310K Sell
2,642
-117
-4% -$12.5K 0.01% 986
2025
Q3 		$278K Buy
+2,759
New +$270K 0.01% 965
2025
Q1 		$201K Buy
+2,587
New +$173K 0.01% 1011
2015
Q3 		– Sell
-21,200
Closed -$368K – 96
2015
Q2 		$368K Hold
21,200
– – 0.34% 51
2015
Q1 		$403K Hold
21,200
– – 0.41% 45
2014
Q4 		$431K Buy
+21,200
New +$422K 0.47% 48

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Caprock Group's WPM Position: Q1 2026 in Review

Caprock Group sold out of Wheaton Precious Metals (WPM) in Q1 2026, closing a stake of 2,642 shares — an estimated $310K sold.

Caprock Group first reported a position in WPM in Q4 2014 and held it in 6 quarters. The position peaked at $431K in Q4 2014. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Caprock Group reported no remaining Wheaton Precious Metals position as of Q1 2026 after selling out during the quarter.
  • Caprock Group sold 2,642 Wheaton Precious Metals shares in Q1 2026, an estimated $310K.
  • Caprock Group first reported a position in Wheaton Precious Metals in Q4 2014 and held it in 6 quarters.
  • Caprock Group's Wheaton Precious Metals position peaked at $431K in Q4 2014.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.