Crewe Advisors’s Wheaton Precious Metals WPM Stock Holding History

Crewe 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	$2.02K	Hold	18	–	–	﹤0.01%	993
2026 Q1	$2.36K	Hold	18	–	–	﹤0.01%	891
2025 Q4	$2.12K	Hold	18	–	–	﹤0.01%	870
2025 Q3	$2.01K	Buy	+18	New	+$1.76K	﹤0.01%	850
2024 Q1	–	Sell	-11	Closed	-$543	–	1019
2023 Q4	$543	Hold	11	–	–	﹤0.01%	328
2023 Q3	$447	Hold	11	–	–	﹤0.01%	393
2023 Q2	$476	Sell	11 -129	-92%	-$6.13K	﹤0.01%	631
2023 Q1	$6.74K	Hold	140	–	–	﹤0.01%	602
2022 Q4	$5.47K	Buy	140 +129	+1,173%	+$4.66K	﹤0.01%	653
2022 Q3	$0	Buy	+11	New	+$361	﹤0.01%	1285
2020 Q4	–	Sell	-35	Closed	-$2K	–	653
2020 Q3	$2K	Buy	+35	New	+$1.78K	﹤0.01%	542

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 $60.8B AUM 26.63% 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

Crewe Advisors's WPM Position: Q2 2026 in Review

Crewe Advisors held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 18 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Crewe Advisors first reported a position in WPM in Q3 2020 and has held it in 11 quarters since. The position peaked at $6.74K in Q1 2023. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Crewe Advisors held 18 shares of Wheaton Precious Metals worth $2.02K as of Q2 2026.
Crewe Advisors left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #993 holding.
Crewe Advisors first reported a position in Wheaton Precious Metals in Q3 2020 and has held it in 11 quarters since.
Crewe Advisors's Wheaton Precious Metals position peaked at $6.74K in Q1 2023.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.