FORTRESS PRIVATE LEDGER, LLC WPM WHEATON PRECIOUS METALS CORP

Ownership history in FORTRESS PRIVATE LEDGER, LLC  ·  5 quarters on record

AI Ownership Summary

FORTRESS PRIVATE LEDGER, LLC reported WHEATON PRECIOUS METALS CORP (WPM) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.5% in 2026 Q1. The latest visible filing shows WPM at 0.50% 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.

What this WPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FORTRESS PRIVATE LEDGER, LLC's position in WHEATON PRECIOUS METALS CORP, 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 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% 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
2025 Q1 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 FORTRESS PRIVATE LEDGER, 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 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 12,136 +1,464 +13.7% 0.50% $1.6M 2026-05-13 $142.01
2025 Q4 ADDED 10,672 +2,307 +27.6% 0.41% $1.3M 2026-02-12 $138.74
2025 Q3 ADDED 8,365 +1,638 +24.3% 0.34% $936K 2025-11-12 $107.44
2025 Q2 ADDED 6,727 +1,883 +38.9% 0.27% $604K 2025-08-14 $93.99
2025 Q1 INITIATED 4,844 0.21% $376K 2025-05-15 $78.38

FAQ About FORTRESS PRIVATE LEDGER, 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 FORTRESS PRIVATE LEDGER, LLC reported owning WPM?

FORTRESS PRIVATE LEDGER, LLC reported WPM across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported WPM position in FORTRESS PRIVATE LEDGER, LLC's portfolio?

The largest reported portfolio weight for WPM was 0.50% in 2026 Q1.

What is the latest reported WPM position on this page?

The most recent filing on this page is 2026 Q1, when FORTRESS PRIVATE LEDGER, LLC reported 12,136 shares, equal to 0.50% of portfolio, with an estimated market value of $1.6M.

What does the chart on this WPM ownership page compare?

The chart compares FORTRESS PRIVATE LEDGER, 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 FORTRESS PRIVATE LEDGER, LLC time their WPM position?

Based on 13F filing dates vs. subsequent WPM price moves, FORTRESS PRIVATE LEDGER, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on WPM relative to SPY over the holding period was +42.8%.

← Back to FORTRESS PRIVATE LEDGER, LLC Holdings