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Evergreen Capital Management’s Wheaton Precious Metals WPM Stock Holding History

Evergreen Capital Management’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 		$1.37M Buy
12,153
+2,245
+23% +$292K 0.02% 434
2026
Q1 		$1.3M Buy
9,908
+69
+0.7% +$9.6K 0.03% 420
2025
Q4 		$1.16M Sell
9,839
-48
-0.5% -$5.14K 0.03% 428
2025
Q3 		$1.11M Buy
9,887
+461
+5% +$45K 0.03% 383
2025
Q2 		$846K Sell
9,426
-282
-3% -$23.7K 0.03% 400
2025
Q1 		$754K Buy
9,708
+455
+5% +$30.4K 0.03% 385
2024
Q4 		$520K Buy
9,253
+59
+0.6% +$3.65K 0.02% 490
2024
Q3 		$562K Hold
9,194
– – 0.02% 466
2024
Q2 		$482K Sell
9,194
-2,307
-20% -$123K 0.02% 471
2024
Q1 		$542K Sell
11,501
-73
-0.6% -$3.3K 0.02% 430
2023
Q4 		$571K Sell
11,574
-179
-2% -$8.1K 0.02% 391
2023
Q3 		$477K Buy
11,753
+103
+0.9% +$4.44K 0.02% 410
2023
Q2 		$504K Sell
11,650
-308
-3% -$14.6K 0.02% 390
2023
Q1 		$577K Buy
11,958
+786
+7% +$34.4K 0.03% 353
2022
Q4 		$437K Buy
11,172
+2,462
+28% +$89K 0.02% 393
2022
Q3 		$282K Buy
+8,710
New +$286K 0.01% 461
2020
Q1 		– Sell
-12,752
Closed -$379K – 499
2019
Q4 		$379K Buy
12,752
+67
+0.5% +$1.83K 0.03% 303
2019
Q3 		$333K Hold
12,685
– – 0.03% 290
2019
Q2 		$307K Buy
12,685
+546
+4% +$12.1K 0.03% 309
2019
Q1 		$289K Buy
12,139
+231
+2% +$4.92K 0.03% 293
2018
Q4 		$233K Hold
11,908
– – 0.02% 316
2018
Q3 		$208K Sell
11,908
-66
-0.6% -$1.27K 0.02% 356
2018
Q2 		$264K Hold
11,974
– – 0.02% 298
2018
Q1 		$244K Buy
+11,974
New +$246K 0.02% 295
2017
Q4 		– Sell
-11,908
Closed -$227K – 251
2017
Q3 		$227K Buy
+11,908
New +$234K 0.03% 178

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Evergreen Capital Management's WPM Position: Q2 2026 in Review

Evergreen Capital Management increased its Wheaton Precious Metals (WPM) stake by 23% in Q2 2026, buying an estimated $292K and bringing the position to 12,153 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #434.

Evergreen Capital Management first reported a position in WPM in Q3 2017 and has held it in 25 quarters since. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Evergreen Capital Management held 12,153 shares of Wheaton Precious Metals worth $1.37M as of Q2 2026.
  • Evergreen Capital Management bought 2,245 Wheaton Precious Metals shares in Q2 2026, an estimated $292K.
  • Wheaton Precious Metals made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #434 holding.
  • Evergreen Capital Management first reported a position in Wheaton Precious Metals in Q3 2017 and has held it in 25 quarters since.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.