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

Capstone 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
Q1 		– Sell
-3,414
Closed -$401K – 1876
2025
Q4 		$401K Buy
+3,414
New +$366K ﹤0.01% 1224

Other funds holding WPM

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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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 $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capstone Investment Advisors's WPM Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Wheaton Precious Metals (WPM) in Q1 2026, closing a stake of 3,414 shares — an estimated $401K sold.

Capstone Investment Advisors first reported a position in WPM in Q4 2025 and held it in 1 quarter. The position peaked at $401K in Q4 2025. 852 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Wheaton Precious Metals position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,414 Wheaton Precious Metals shares in Q1 2026, an estimated $401K.
  • Capstone Investment Advisors first reported a position in Wheaton Precious Metals in Q4 2025 and held it in 1 quarter.
  • Capstone Investment Advisors's Wheaton Precious Metals position peaked at $401K in Q4 2025.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.