Crestline Management’s Wheaton Precious Metals WPM Stock Holding History

Crestline 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
2025 Q1	–	Sell	-173,993	Closed	-$9.79M	–	660
2024 Q4	$9.79M	Buy	+173,993	New	+$10.8M	0.33%	48
2022 Q2	–	Sell	-118,600	Closed	-$5.64M	–	302
2022 Q1	$5.64M	Buy	+118,600	New	+$5.16M	0.68%	30
2021 Q4	–	Sell	-120,636	Closed	-$4.53M	–	276
2021 Q3	$4.53M	Buy	120,636 +35,836	+42%	+$1.56M	0.43%	49
2021 Q2	$3.74M	Sell	84,800 -9,000	-10%	-$400K	0.32%	48
2021 Q1	$3.58M	Sell	93,800 -17,000	-15%	-$675K	0.46%	24
2020 Q4	$4.63M	Buy	+110,800	New	+$4.95M	0.49%	32

Other funds holding WPM

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Crestline Management's WPM Position: Q1 2025 in Review

Crestline Management sold out of Wheaton Precious Metals (WPM) in Q1 2025, closing a stake of 173,993 shares — an estimated $9.79M sold.

Crestline Management first reported a position in WPM in Q4 2020 and held it in 6 quarters. The position peaked at $9.79M in Q4 2024. 664 funds tracked by Wall St. Rank hold WPM as of Q1 2025.

Crestline Management reported no remaining Wheaton Precious Metals position as of Q1 2025 after selling out during the quarter.
Crestline Management sold 173,993 Wheaton Precious Metals shares in Q1 2025, an estimated $9.79M.
Crestline Management first reported a position in Wheaton Precious Metals in Q4 2020 and held it in 6 quarters.
Crestline Management's Wheaton Precious Metals position peaked at $9.79M in Q4 2024.
664 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.