Capital Analysts, LLC

Position in WPM — Wheaton Precious Metals Corp.

CIK 1624758 FORT WASHINGTON, PA

Position in WPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$107,714

-$17,793 QoQ

Shares Held

959

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#719

of 849 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 55% Shared 0% None 45%

Basic Materials · as of Jun 30, 2026

Capital Analysts, LLC holds $5,711,745 across 7 Gold names. WPM ranks #3 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEM	NEWMONT Corp /DE/	31,169	$2,911,184
2	AEM	Agnico Eagle Mines Ltd	16,603	$2,575,623
3	WPM	Wheaton Precious Metals Corp. This page	959	$107,714
4	FNV	FRANCO NEVADA Corp	306	$63,782
5	AGI	Alamos Gold Inc	991	$30,066
6	B	Barrick Mining Corp	456	$16,748
7	PAAS	Pan American Silver Corp	148	$6,628

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$107,714	959	+0.1%	Shares	Defined	2026-08-05
2026-03-31	$125,507	958	-2.2%	Shares	Defined	2026-05-14
2025-12-31	$115,169	980	0.0%	Shares	Defined	2026-05-15
2025-09-30	$109,603	980	+25.8%	Shares	Defined	2025-11-14
2025-06-30	$69,954	779	-40.0%	Shares	Defined	2025-08-13
2025-03-31	$100,841	1,299	-36.4%	Shares	Defined	2025-05-14
2024-12-31	$114,785	2,041	+61.2%	Shares	Defined	2025-02-14
2024-09-30	$77,327	1,266	-29.6%	Shares	Defined	2024-11-13
2024-06-30	$94,303	1,799	0.0%	Shares	Defined	2024-08-14
2024-03-31	$84,786	1,799	0.0%	Shares	Defined	2024-05-14
2023-12-31	$88,762	1,799	-39.4%	Shares	Defined	2024-01-30
2023-09-30	$120,392	2,969	+1879.3%	Shares	Defined	2023-11-13
2020-09-30	$7,360	150	0.0%	Shares	Sole	2020-11-12
2020-06-30	$6,607	150	0.0%	Shares	Sole	2020-08-07
2020-03-31	$4,129	150	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.