U.S. Capital Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

U.S. Capital Wealth Advisors’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	$6.2M	Sell	47,303 -4,753	-9%	-$661K	0.16%	155
2025 Q4	$6.12M	Sell	52,056 -2,301	-4%	-$246K	0.16%	160
2025 Q3	$6.08M	Sell	54,357 -2,876	-5%	-$281K	0.16%	149
2025 Q2	$5.14M	Sell	57,233 -29,649	-34%	-$2.5M	0.15%	162
2025 Q1	$6.74M	Sell	86,882 -6,559	-7%	-$438K	0.21%	128
2024 Q4	$5.26M	Sell	93,441 -1,900	-2%	-$118K	0.16%	149
2024 Q3	$5.82M	Sell	95,341 -539	-0.6%	-$32.1K	0.21%	113
2024 Q2	$5.03M	Sell	95,880 -4,298	-4%	-$230K	0.19%	115
2024 Q1	$4.72M	Buy	100,178 +250	+0.3%	+$11.3K	0.18%	132
2023 Q4	$4.93M	Buy	99,928 +544	+0.5%	+$24.6K	0.2%	121
2023 Q3	$4.03M	Buy	99,384 +101	+0.1%	+$4.36K	0.18%	121
2023 Q2	$4.29M	Sell	99,283 -398	-0.4%	-$18.9K	0.2%	114
2023 Q1	$4.8M	Buy	99,681 +3,052	+3%	+$133K	0.22%	103
2022 Q4	$3.78M	Sell	96,629 -1,984	-2%	-$71.7K	0.17%	125
2022 Q3	$3.19M	Buy	98,613 +3,106	+3%	+$102K	0.16%	132
2022 Q2	$3.44M	Buy	95,507 +6,023	+7%	+$261K	0.15%	135
2022 Q1	$4.26M	Buy	89,484 +6,000	+7%	+$261K	0.16%	142
2021 Q4	$3.58M	Buy	83,484 +4,610	+6%	+$190K	0.14%	164
2021 Q3	$2.96M	Buy	+78,874	New	+$3.44M	0.13%	185

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 $59.9B AUM 27.01% 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 $115B AUM 41.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

U.S. Capital Wealth Advisors's WPM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Wheaton Precious Metals (WPM) stake by 9.1% in Q1 2026, selling an estimated $661K and leaving 47,303 shares worth $6.2M. The position accounts for 0.16% of the portfolio, ranked #155.

U.S. Capital Wealth Advisors first reported a position in WPM in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.74M in Q1 2025. 852 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

U.S. Capital Wealth Advisors held 47,303 shares of Wheaton Precious Metals worth $6.2M as of Q1 2026.
U.S. Capital Wealth Advisors sold 4,753 Wheaton Precious Metals shares in Q1 2026, an estimated $661K.
Wheaton Precious Metals made up 0.16% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #155 holding.
U.S. Capital Wealth Advisors first reported a position in Wheaton Precious Metals in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Wheaton Precious Metals position peaked at $6.74M in Q1 2025.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.