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 Q2	$419K	Buy	+3,727	New	+$485K	0.01%	913
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 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

Caprock Group's WPM Position: Q2 2026 in Review

Caprock Group opened a new position in Wheaton Precious Metals (WPM) in Q2 2026: 3,727 shares worth $419K. The stake represents 0.01% of the portfolio and ranks #913 among its holdings. This is a return to the name: Caprock Group previously reported a position in WPM as recently as Q4 2025.

Caprock Group first reported a position in WPM in Q4 2014 and has held it in 7 quarters since. The position peaked at $431K in Q4 2014. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Caprock Group held 3,727 shares of Wheaton Precious Metals worth $419K as of Q2 2026.
Wheaton Precious Metals was a new Caprock Group position in Q2 2026.
Wheaton Precious Metals made up 0.01% of Caprock Group's portfolio in Q2 2026, its #913 holding.
Caprock Group first reported a position in Wheaton Precious Metals in Q4 2014 and has held it in 7 quarters since.
Caprock Group's Wheaton Precious Metals position peaked at $431K in Q4 2014.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.