Position in WPM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$452,649
-$73,487 QoQ
Shares Held
4,030
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#538
of 849 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Apella Capital, LLC holds $930,316 across 3 Gold names. WPM ranks #1 (48.7% of the industry book) .
All Filings in WPM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,649 | 4,030 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $526,136 | 4,016 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $410,732 | 3,495 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $390,433 | 3,491 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $310,348 | 3,456 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $231,725 | 2,985 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||