Position in WPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$612,593
-$87,262 QoQ
Shares Held
5,454
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#497
of 849 holders
Holding Since
Sep 2024
8 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, 2026CAPITAL ADVISORS INC/OK holds $612,593 across 1 Gold name. WPM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
This page
|
5,454 | $612,593 |
All Filings in WPM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $612,593 | 5,454 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $699,855 | 5,342 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $638,956 | 5,437 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $596,778 | 5,336 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $477,197 | 5,314 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $411,439 | 5,300 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $344,076 | 6,118 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $373,687 | 6,118 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||