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Cromwell Holdings’s Wheaton Precious Metals WPM Stock Holding History

Cromwell Holdings’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 		$167K Hold
1,489
– – 0.08% 248
2026
Q1 		$195K Hold
1,489
– – 0.11% 190
2025
Q4 		$175K Hold
1,489
– – 0.1% 204
2025
Q3 		$167K Hold
1,489
– – 0.09% 213
2025
Q2 		$134K Hold
1,489
– – 0.08% 244
2025
Q1 		$116K Hold
1,489
– – 0.07% 262
2024
Q4 		$83.7K Hold
1,489
– – 0.05% 328
2024
Q3 		$90.9K Hold
1,489
– – 0.06% 314
2024
Q2 		$78.1K Buy
+1,489
New +$79.6K 0.05% 340

Other funds holding WPM

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Cromwell Holdings's WPM Position: Q2 2026 in Review

Cromwell Holdings held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 1,489 shares worth $167K. The position accounts for 0.08% of the portfolio, ranked #248.

Cromwell Holdings first reported a position in WPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $195K in Q1 2026. 179 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Cromwell Holdings held 1,489 shares of Wheaton Precious Metals worth $167K as of Q2 2026.
  • Cromwell Holdings left its Wheaton Precious Metals share count unchanged in Q2 2026.
  • Wheaton Precious Metals made up 0.08% of Cromwell Holdings's portfolio in Q2 2026, its #248 holding.
  • Cromwell Holdings first reported a position in Wheaton Precious Metals in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's Wheaton Precious Metals position peaked at $195K in Q1 2026.
  • 179 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.