CoreCap Advisors’s Wheaton Precious Metals WPM Stock Holding History

CoreCap 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	$618K	Sell	5,500 -94	-2%	-$12.2K	0.02%	494
2026 Q1	$733K	Buy	5,594 +220	+4%	+$30.6K	0.02%	429
2025 Q4	$632K	Sell	5,374 -328	-6%	-$35.1K	0.02%	464
2025 Q3	$638K	Sell	5,702 -50	-0.9%	-$4.89K	0.02%	473
2025 Q2	$517K	Sell	5,752 -211	-4%	-$17.8K	0.02%	508
2025 Q1	$463K	Sell	5,963 -220	-4%	-$14.7K	0.02%	490
2024 Q4	$348K	Hold	6,183	–	–	0.02%	555
2024 Q3	$378K	Buy	+6,183	New	+$368K	0.02%	524
2024 Q2	–	Sell	-5,187	Closed	-$244K	–	2606
2024 Q1	$244K	Buy	5,187 +222	+4%	+$10K	0.01%	574
2023 Q4	$245K	Sell	4,965 -190	-4%	-$8.6K	0.02%	511
2023 Q3	$209K	Sell	5,155 -283	-5%	-$12.2K	0.02%	496
2023 Q2	$235K	Buy	+5,438	New	+$258K	0.02%	497
2022 Q4	$213K	Buy	+5,438	New	+$197K	0.02%	523
2022 Q3	–	Sell	-5,467	Closed	-$197K	–	2114
2022 Q2	$197K	Hold	5,467	–	–	0.02%	517
2022 Q1	$260K	Sell	5,467 -30	-0.5%	-$1.3K	0.02%	440
2021 Q4	$236K	Buy	+5,497	New	+$226K	0.02%	499

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

CoreCap Advisors's WPM Position: Q2 2026 in Review

CoreCap Advisors reduced its Wheaton Precious Metals (WPM) stake by 1.7% in Q2 2026, selling an estimated $12.2K and leaving 5,500 shares worth $618K. The position accounts for 0.02% of the portfolio, ranked #494.

CoreCap Advisors first reported a position in WPM in Q4 2021 and has held it in 16 quarters since. The position peaked at $733K in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

CoreCap Advisors held 5,500 shares of Wheaton Precious Metals worth $618K as of Q2 2026.
CoreCap Advisors sold 94 Wheaton Precious Metals shares in Q2 2026, an estimated $12.2K.
Wheaton Precious Metals made up 0.02% of CoreCap Advisors's portfolio in Q2 2026, its #494 holding.
CoreCap Advisors first reported a position in Wheaton Precious Metals in Q4 2021 and has held it in 16 quarters since.
CoreCap Advisors's Wheaton Precious Metals position peaked at $733K in Q1 2026.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.