Cresset Asset Management’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Sell |
5,981
-598
| -9% | -$53.7K | ﹤0.01% | 1036 |
|
|
2025
Q1 | $511K | Sell |
6,579
-1,556
| -19% | -$121K | ﹤0.01% | 1047 |
|
|
2024
Q4 | $458K | Sell |
8,135
-5,835
| -42% | -$328K | ﹤0.01% | 1111 |
|
|
2024
Q3 | $853K | Buy |
13,970
+109
| +0.8% | +$6.66K | ﹤0.01% | 1214 |
|
|
2024
Q2 | $727K | Buy |
13,861
+3,810
| +38% | +$200K | ﹤0.01% | 1209 |
|
|
2024
Q1 | $474K | Buy |
10,051
+648
| +7% | +$30.5K | ﹤0.01% | 1339 |
|
|
2023
Q4 | $464K | Sell |
9,403
-483
| -5% | -$23.8K | ﹤0.01% | 1249 |
|
|
2023
Q3 | $401K | Sell |
9,886
-470
| -5% | -$19.1K | ﹤0.01% | 1256 |
|
|
2023
Q2 | $448K | Buy |
+10,356
| New | +$448K | ﹤0.01% | 1206 |
|
|
2021
Q4 | – | Sell |
-5,465
| Closed | -$206K | – | 1316 |
|
|
2021
Q3 | $206K | Buy |
5,465
+621
| +13% | +$23.4K | ﹤0.01% | 1025 |
|
|
2021
Q2 | $213K | Buy |
+4,844
| New | +$213K | ﹤0.01% | 929 |
|
|
2020
Q4 | – | Sell |
-4,497
| Closed | -$220K | – | 814 |
|
|
2020
Q3 | $220K | Buy |
+4,497
| New | +$220K | ﹤0.01% | 610 |
|
|
2019
Q2 | – | Sell |
-719
| Closed | -$17K | – | 1721 |
|
|
2019
Q1 | $17K | Buy |
+719
| New | +$17K | ﹤0.01% | 1064 |
|