Douglas Lane & Associates, LLC WPM — WHEATON PRECIOUS METAL

Ownership history in Douglas Lane & Associates, LLC  ·  12 quarters on record

AI Ownership Summary

Douglas Lane & Associates, LLC reported WHEATON PRECIOUS METAL (WPM) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.79% in 2026 Q1. The latest visible filing shows WPM at 0.79% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Douglas Lane & Associates, LLC's position in WHEATON PRECIOUS METAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WPM was reported at 0.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WPM stock page Douglas Lane & Associates, LLC fund profile Douglas Lane & Associates, LLC full holdings
How Douglas Lane & Associates, LLC held WPM — position size vs. price
% of Fund (quarterly)    WPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 419,168 -11,360 -2.6% 0.79% $54.9M 2026-04-15 $147.61
2025 Q4 REDUCED 5.9% +11.7% ❌ 430,528 -26,907 -5.9% 0.69% $50.6M 2026-01-22 $143.47
2025 Q3 REDUCED 6.9% +5.0% ❌ 457,435 -33,665 -6.9% 0.71% $51.2M 2025-10-10 $105.28
2025 Q2 REDUCED — — — 491,100 -23,454 -4.6% 0.64% $44.1M 2025-07-07 $92.46
2025 Q1 REDUCED — — — 514,554 -1,051 -0.2% 0.59% $39.9M 2025-04-09 $74.36
2024 Q4 ADDED — — — 515,605 +13,388 +2.7% 0.41% $29.0M 2025-01-08 $57.49
2024 Q3 ADDED — — — 502,217 +3,650 +0.7% 0.42% $30.7M 2024-10-10 $60.47
2024 Q2 ADDED — — — 498,567 +21,134 +4.4% 0.37% $26.1M 2024-07-08 $55.56
2024 Q1 ADDED — — — 477,433 +68,984 +16.9% 0.32% $22.5M 2024-04-11 $51.92
2023 Q4 ADDED — — — 408,449 +97,535 +31.4% 0.31% $20.2M 2024-01-17 $45.28
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WPM

As of 2026 Q1 — sorted by position size

DUDLEY & SHANLEY, INC. 3Y 7Y 9.85% Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 9.38% HATCH COVE CAPITAL, LLC 5.99% HENDLEY & CO INC 3Y 7Y 4.55% MAD RIVER INVESTORS 3Y 7Y 4.21% KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 3.98% Addenda Capital Inc. 3Y 7Y 3.18% Capstone Wealth Management Group LLC 3.06% McAlvany Wealth Management LLC 2.64% SHIKIAR ASSET MANAGEMENT INC 3Y 7Y 2.61%

FAQ About Douglas Lane & Associates, LLC and WPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Douglas Lane & Associates, LLC reported owning WPM?

Douglas Lane & Associates, LLC reported WPM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WPM position in Douglas Lane & Associates, LLC's portfolio?

The largest reported portfolio weight for WPM was 0.79% in 2026 Q1.

What is the latest reported WPM position on this page?

The most recent filing on this page is 2026 Q1, when Douglas Lane & Associates, LLC reported 419,168 shares, equal to 0.79% of portfolio, with an estimated market value of $54.9M.

What does the chart on this WPM ownership page compare?

The chart compares Douglas Lane & Associates, LLC's quarterly WPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Douglas Lane & Associates, LLC time their WPM position?

Based on 13F filing dates vs. subsequent WPM price moves, Douglas Lane & Associates, LLC correctly timed 5 out of 11 reported position changes (45%). The annualised alpha on WPM relative to SPY over the holding period was +31.6%.

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