Tacita Capital’s Wheaton Precious Metals WPM Stock Holding History

Tacita 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	$214K	Sell	1,637 -5,608	-77%	-$780K	0.13%	80
2025 Q4	$852K	Sell	7,245 -101	-1%	-$10.8K	0.49%	47
2025 Q3	$823K	Buy	7,346 +172	+2%	+$16.8K	0.5%	47
2025 Q2	$645K	Buy	7,174 +5,608	+358%	+$472K	0.41%	49
2025 Q1	$122K	Hold	1,566	–	–	0.09%	93
2024 Q4	$87.9K	Hold	1,566	–	–	0.06%	101
2024 Q3	$95.8K	Hold	1,566	–	–	0.06%	104
2024 Q2	$82.1K	Hold	1,566	–	–	0.06%	111
2024 Q1	$73.8K	Hold	1,566	–	–	0.05%	119
2023 Q4	$77.5K	Hold	1,566	–	–	0.06%	109
2023 Q3	$63.7K	Hold	1,566	–	–	0.05%	132
2023 Q2	$68K	Hold	1,566	–	–	0.05%	119
2023 Q1	$75K	Hold	1,566	–	–	0.06%	103
2022 Q4	$61K	Hold	1,566	–	–	0.05%	112
2022 Q3	$51K	Hold	1,566	–	–	0.04%	112
2022 Q2	$56K	Hold	1,566	–	–	0.04%	126
2022 Q1	$75K	Hold	1,566	–	–	0.04%	115
2021 Q4	$67K	Buy	+1,566	New	+$64.5K	0.04%	121

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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 Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Tacita Capital's WPM Position: Q1 2026 in Review

Tacita Capital reduced its Wheaton Precious Metals (WPM) stake by 77% in Q1 2026, selling an estimated $780K and leaving 1,637 shares worth $214K. The position accounts for 0.13% of the portfolio, ranked #80.

Tacita Capital first reported a position in WPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $852K in Q4 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Tacita Capital held 1,637 shares of Wheaton Precious Metals worth $214K as of Q1 2026.
Tacita Capital sold 5,608 Wheaton Precious Metals shares in Q1 2026, an estimated $780K.
Wheaton Precious Metals made up 0.13% of Tacita Capital's portfolio in Q1 2026, its #80 holding.
Tacita Capital first reported a position in Wheaton Precious Metals in Q4 2021 and has held it in 18 quarters since.
Tacita Capital's Wheaton Precious Metals position peaked at $852K in Q4 2025.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.