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Swan Capital’s Wheaton Precious Metals WPM Stock Holding History

Swan Capital’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 		$10.7K Hold
95
– – ﹤0.01% 198
2026
Q1 		$12.4K Buy
95
+15
+19% +$2.09K ﹤0.01% 176
2025
Q4 		$9.4K Hold
80
– – ﹤0.01% 178
2025
Q3 		$8.95K Hold
80
– – ﹤0.01% 170
2025
Q2 		$7.18K Hold
80
– – ﹤0.01% 192
2025
Q1 		$6.21K Sell
80
-8
-9% -$534 ﹤0.01% 172
2024
Q4 		$4.95K Buy
88
+8
+10% +$496 ﹤0.01% 172
2024
Q3 		$4.89K Buy
+80
New +$4.76K ﹤0.01% 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

Swan Capital's WPM Position: Q2 2026 in Review

Swan Capital held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 95 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Swan Capital first reported a position in WPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.4K in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Swan Capital held 95 shares of Wheaton Precious Metals worth $10.7K as of Q2 2026.
  • Swan Capital left its Wheaton Precious Metals share count unchanged in Q2 2026.
  • Wheaton Precious Metals made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #198 holding.
  • Swan Capital first reported a position in Wheaton Precious Metals in Q3 2024 and has held it in 8 quarters since.
  • Swan Capital's Wheaton Precious Metals position peaked at $12.4K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.