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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
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 $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Swan Capital's WPM Position: Q1 2026 in Review

Swan Capital increased its Wheaton Precious Metals (WPM) stake by 19% in Q1 2026, buying an estimated $2.09K and bringing the position to 95 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #176.

Swan Capital first reported a position in WPM in Q3 2024 and has held it in 7 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Swan Capital held 95 shares of Wheaton Precious Metals worth $12.4K as of Q1 2026.
  • Swan Capital bought 15 Wheaton Precious Metals shares in Q1 2026, an estimated $2.09K.
  • Wheaton Precious Metals made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #176 holding.
  • Swan Capital first reported a position in Wheaton Precious Metals in Q3 2024 and has held it in 7 quarters since.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.