Cresset Asset Management’s Wheaton Precious Metals WPM Stock Holding History

Cresset Asset Management’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	$954K	Sell	8,491 -673	-7%	-$87.6K	﹤0.01%	930
2026 Q1	$1.2M	Buy	9,164 +2,582	+39%	+$359K	0.01%	719
2025 Q4	$774K	Buy	6,582 +3,651	+125%	+$391K	﹤0.01%	894
2025 Q3	$328K	Buy	2,931 +439	+18%	+$42.9K	﹤0.01%	1203
2025 Q2	$224K	Sell	2,492 -4,087	-62%	-$344K	﹤0.01%	1255
2025 Q1	$511K	Sell	6,579 -1,556	-19%	-$104K	﹤0.01%	1060
2024 Q4	$458K	Sell	8,135 -5,835	-42%	-$361K	﹤0.01%	1129
2024 Q3	$853K	Buy	13,970 +109	+0.8%	+$6.48K	﹤0.01%	1241
2024 Q2	$727K	Buy	13,861 +3,810	+38%	+$204K	﹤0.01%	1244
2024 Q1	$474K	Buy	10,051 +648	+7%	+$29.3K	﹤0.01%	1357
2023 Q4	$464K	Sell	9,403 -483	-5%	-$21.9K	﹤0.01%	1271
2023 Q3	$401K	Sell	9,886 -470	-5%	-$20.3K	﹤0.01%	1291
2023 Q2	$448K	Buy	+10,356	New	+$492K	﹤0.01%	1341
2021 Q4	–	Sell	-5,465	Closed	-$206K	–	1316
2021 Q3	$206K	Buy	5,465 +621	+13%	+$27.1K	﹤0.01%	1025
2021 Q2	$213K	Buy	+4,844	New	+$215K	﹤0.01%	929
2020 Q4	–	Sell	-4,497	Closed	-$220K	–	817
2020 Q3	$220K	Buy	+4,497	New	+$229K	﹤0.01%	613
2019 Q2	–	Sell	-719	Closed	-$17K	–	1722
2019 Q1	$17K	Buy	+719	New	+$15.3K	﹤0.01%	1064

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Cresset Asset Management's WPM Position: Q2 2026 in Review

Cresset Asset Management reduced its Wheaton Precious Metals (WPM) stake by 7.3% in Q2 2026, selling an estimated $87.6K and leaving 8,491 shares worth $954K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Cresset Asset Management first reported a position in WPM in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.2M in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Cresset Asset Management held 8,491 shares of Wheaton Precious Metals worth $954K as of Q2 2026.
Cresset Asset Management sold 673 Wheaton Precious Metals shares in Q2 2026, an estimated $87.6K.
Wheaton Precious Metals made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #930 holding.
Cresset Asset Management first reported a position in Wheaton Precious Metals in Q1 2019 and has held it in 17 quarters since.
Cresset Asset Management's Wheaton Precious Metals position peaked at $1.2M in Q1 2026.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.