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Crescent Grove Advisors’s Wheaton Precious Metals WPM Stock Holding History

Crescent Grove 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
Q2 		$4.02M Buy
35,831
+15,432
+76% +$2.01M 0.34% 68
2026
Q1 		$2.68M Buy
20,399
+15,926
+356% +$2.21M 0.26% 75
2025
Q4 		$526K Buy
+4,473
New +$479K 0.05% 170

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Crescent Grove Advisors's WPM Position: Q2 2026 in Review

Crescent Grove Advisors increased its Wheaton Precious Metals (WPM) stake by 76% in Q2 2026, buying an estimated $2.01M and bringing the position to 35,831 shares worth $4.02M. The position accounts for 0.34% of the portfolio, ranked #68.

Crescent Grove Advisors first reported a position in WPM in Q4 2025 and has held it in 3 quarters since. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Crescent Grove Advisors held 35,831 shares of Wheaton Precious Metals worth $4.02M as of Q2 2026.
  • Crescent Grove Advisors bought 15,432 Wheaton Precious Metals shares in Q2 2026, an estimated $2.01M.
  • Wheaton Precious Metals made up 0.34% of Crescent Grove Advisors's portfolio in Q2 2026, its #68 holding.
  • Crescent Grove Advisors first reported a position in Wheaton Precious Metals in Q4 2025 and has held it in 3 quarters since.
  • 854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.