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

Shelton 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	$529K	Sell	4,713 -18	-0.4%	-$2.34K	0.01%	354
2026 Q1	$620K	Sell	4,731 -372	-7%	-$51.7K	0.01%	323
2025 Q4	$600K	Sell	5,103 -72	-1%	-$7.71K	0.01%	317
2025 Q3	$579K	Buy	+5,175	New	+$506K	0.01%	320
2020 Q4	–	Sell	-87,000	Closed	-$4.27M	–	829
2020 Q3	$4.27M	Buy	+87,000	New	+$4.44M	0.18%	126

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

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

Shelton Capital Management reduced its Wheaton Precious Metals (WPM) stake by 0.38% in Q2 2026, selling an estimated $2.34K and leaving 4,713 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #354.

Shelton Capital Management first reported a position in WPM in Q3 2020 and has held it in 5 quarters since. The position peaked at $4.27M in Q3 2020. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Shelton Capital Management held 4,713 shares of Wheaton Precious Metals worth $529K as of Q2 2026.
Shelton Capital Management sold 18 Wheaton Precious Metals shares in Q2 2026, an estimated $2.34K.
Wheaton Precious Metals made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #354 holding.
Shelton Capital Management first reported a position in Wheaton Precious Metals in Q3 2020 and has held it in 5 quarters since.
Shelton Capital Management's Wheaton Precious Metals position peaked at $4.27M in Q3 2020.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.