CoreCap Advisors
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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
Q3 		$735K Sell
5,492
-8
-0.1% -$1.06K 0.02% 458
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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

CoreCap Advisors's WPM Position: Q3 2026 in Review

CoreCap Advisors reduced its Wheaton Precious Metals (WPM) stake by 0.15% in Q3 2026, selling an estimated $1.06K and leaving 5,492 shares worth $735K. The position accounts for 0.02% of the portfolio, ranked #458.

CoreCap Advisors first reported a position in WPM in Q4 2021 and has held it in 17 quarters since. 201 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

  • CoreCap Advisors held 5,492 shares of Wheaton Precious Metals worth $735K as of Q3 2026.
  • CoreCap Advisors sold 8 Wheaton Precious Metals shares in Q3 2026, an estimated $1.06K.
  • Wheaton Precious Metals made up 0.02% of CoreCap Advisors's portfolio in Q3 2026, its #458 holding.
  • CoreCap Advisors first reported a position in Wheaton Precious Metals in Q4 2021 and has held it in 17 quarters since.
  • 201 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.