WPM Wheaton Precious Mtls

Ownership history in DUDLEY & SHANLEY, INC.  ·  27 quarters on record

AI Ownership Summary

DUDLEY & SHANLEY, INC. reported Wheaton Precious Mtls (WPM) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 12.87% in 2024 Q2. The latest visible filing shows WPM at 9.85% 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 DUDLEY & SHANLEY, INC.'s position in Wheaton Precious Mtls, 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 9.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.87% in 2024 Q2

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.

How DUDLEY & SHANLEY, INC. 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 459,385 -209,220 -31.3% 9.85% $60.2M 2026-04-08 $140.14
2025 Q4 REDUCED 668,605 -27,060 -3.9% 12.63% $78.6M 2026-01-09 $124.54
2025 Q3 REDUCED 695,665 -67,810 -8.9% 12.52% $77.8M 2025-10-08 $107.04
2025 Q2 REDUCED 763,475 -247,535 -24.5% 10.77% $68.6M 2025-07-09 $88.70
2025 Q1 REDUCED 1,011,010 -158,030 -13.5% 12.36% $78.5M 2025-04-09 $74.36
2024 Q4 REDUCED 1,169,040 -92,183 -7.3% 10.15% $65.7M 2025-01-03 $57.22
2024 Q3 REDUCED 1,261,223 -166,940 -11.7% 12.04% $77.0M 2024-12-23 $56.99
2024 Q2 REDUCED 1,428,163 -28,302 -1.9% 12.87% $74.9M 2024-07-09 $55.48
2024 Q1 ADDED 1,456,465 +22,000 +1.5% 11.58% $68.6M 2024-04-19 $51.95
2023 Q4 REDUCED 1,434,465 -13,655 -0.9% 12.62% $70.8M 2024-01-12 $47.71
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DUDLEY & SHANLEY, INC. and WPM

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

How long has DUDLEY & SHANLEY, INC. reported owning WPM?

DUDLEY & SHANLEY, INC. reported WPM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WPM position in DUDLEY & SHANLEY, INC.'s portfolio?

The largest reported portfolio weight for WPM was 12.87% in 2024 Q2.

What is the latest reported WPM position on this page?

The most recent filing on this page is 2026 Q1, when DUDLEY & SHANLEY, INC. reported 459,385 shares, equal to 9.85% of portfolio, with an estimated market value of $60.2M.

What does the chart on this WPM ownership page compare?

The chart compares DUDLEY & SHANLEY, INC.'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.

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