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Crossmark Global Holdings’s Wheaton Precious Metals WPM Stock Holding History

Crossmark Global 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 		$1.75M Sell
15,546
-4,604
-23% -$599K 0.02% 489
2026
Q1 		$2.64M Sell
20,150
-1,451
-7% -$202K 0.04% 371
2025
Q4 		$2.54M Sell
21,601
-7,417
-26% -$794K 0.04% 380
2025
Q3 		$3.25M Sell
29,018
-100
-0.3% -$9.77K 0.05% 328
2025
Q2 		$2.61M Sell
29,118
-3,700
-11% -$311K 0.04% 362
2025
Q1 		$2.55M Sell
32,818
-588
-2% -$39.2K 0.04% 357
2024
Q4 		$1.88M Buy
33,406
+2,495
+8% +$155K 0.03% 411
2024
Q3 		$1.89M Sell
30,911
-15,638
-34% -$930K 0.03% 432
2024
Q2 		$2.44M Sell
46,549
-1,755
-4% -$93.8K 0.05% 357
2024
Q1 		$2.28M Sell
48,304
-8,800
-15% -$397K 0.04% 394
2023
Q4 		$2.82M Buy
57,104
+12,332
+28% +$558K 0.06% 321
2023
Q3 		$1.82M Sell
44,772
-3,404
-7% -$147K 0.04% 413
2023
Q2 		$2.12M Buy
48,176
+499
+1% +$23.7K 0.05% 398
2023
Q1 		$2.3M Sell
47,677
-2,341
-5% -$102K 0.05% 367
2022
Q4 		$1.96M Sell
50,018
-3,636
-7% -$131K 0.05% 399
2022
Q3 		$1.74M Sell
53,654
-8,288
-13% -$272K 0.05% 397
2022
Q2 		$2.23M Buy
61,942
+7,901
+15% +$343K 0.06% 337
2022
Q1 		$2.57M Buy
54,041
+3,705
+7% +$161K 0.06% 335
2021
Q4 		$2.16M Buy
50,336
+5,280
+12% +$217K 0.05% 385
2021
Q3 		$1.69M Buy
45,056
+3,445
+8% +$150K 0.04% 438
2021
Q2 		$1.83M Sell
41,611
-4,419
-10% -$197K 0.04% 417
2021
Q1 		$1.76M Sell
46,030
-1,708
-4% -$67.8K 0.04% 412
2020
Q4 		$1.99M Buy
47,738
+2,744
+6% +$123K 0.05% 373
2020
Q3 		$2.21M Sell
44,994
-8,809
-16% -$449K 0.06% 313
2020
Q2 		$2.37M Sell
53,803
-209
-0.4% -$8.22K 0.07% 300
2020
Q1 		$1.49M Buy
54,012
+507
+0.9% +$14.6K 0.05% 360
2019
Q4 		$1.59M Sell
53,505
-5,616
-9% -$154K 0.04% 436
2019
Q3 		$1.55M Sell
59,121
-5,096
-8% -$137K 0.05% 430
2019
Q2 		$1.55M Sell
64,217
-6,463
-9% -$143K 0.04% 451
2019
Q1 		$1.68M Sell
70,680
-519
-0.7% -$11K 0.05% 424
2018
Q4 		$1.39M Sell
71,199
-2,922
-4% -$49.8K 0.04% 454
2018
Q3 		$1.3M Buy
74,121
+7,614
+11% +$146K 0.03% 513
2018
Q2 		$1.47M Sell
66,507
-6,670
-9% -$144K 0.04% 480
2018
Q1 		$1.49M Sell
73,177
-7,766
-10% -$159K 0.04% 495
2017
Q4 		$1.79M Buy
80,943
+11,962
+17% +$249K 0.04% 463
2017
Q3 		$1.32M Buy
+68,981
New +$1.36M 0.03% 527
2016
Q3 		$1.32M Buy
+68,981
New +$1.9M 0.03% 527

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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
HC
Hendley & Co Zanesville, Ohio $283M AUM 19.89% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Crossmark Global Holdings's WPM Position: Q2 2026 in Review

Crossmark Global Holdings reduced its Wheaton Precious Metals (WPM) stake by 23% in Q2 2026, selling an estimated $599K and leaving 15,546 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #489.

Crossmark Global Holdings first reported a position in WPM in Q3 2016 and has held it in 37 quarters since. The position peaked at $3.25M in Q3 2025. 112 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Crossmark Global Holdings held 15,546 shares of Wheaton Precious Metals worth $1.75M as of Q2 2026.
  • Crossmark Global Holdings sold 4,604 Wheaton Precious Metals shares in Q2 2026, an estimated $599K.
  • Wheaton Precious Metals made up 0.02% of Crossmark Global Holdings's portfolio in Q2 2026, its #489 holding.
  • Crossmark Global Holdings first reported a position in Wheaton Precious Metals in Q3 2016 and has held it in 37 quarters since.
  • Crossmark Global Holdings's Wheaton Precious Metals position peaked at $3.25M in Q3 2025.
  • 112 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.