Investment Partners Asset Management, Inc. WPM — WHEATON PRECIOUS METALS CORP

Ownership history in Investment Partners Asset Management, Inc.  ·  11 quarters on record

AI Ownership Summary

Investment Partners Asset Management, Inc. reported WHEATON PRECIOUS METALS CORP (WPM) in 11 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.78% in 2025 Q3. The latest visible filing shows WPM at 0.45% 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 Investment Partners Asset Management, Inc.'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 Q2

WPM was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.78% in 2025 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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 Investment Partners Asset Management, 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 7,278 -55 -0.8% 0.45% $817K 2026-07-24 $111.33
2026 Q1 REDUCED 28.4% -15.2% ✅ 7,333 -2,908 -28.4% 0.59% $961K 2026-04-07 $135.59
2025 Q4 REDUCED — — — 10,241 -302 -2.9% 0.75% $1.2M 2026-01-15 $134.91
2025 Q3 REDUCED — — — 10,543 -163 -1.5% 0.78% $1.2M 2025-10-20 $104.97
2025 Q2 REDUCED — — — 10,706 -45 -0.4% 0.67% $961K 2025-07-16 $90.10
2025 Q1 ADDED — — — 10,751 +13 +0.1% 0.66% $835K 2025-04-15 $82.84
2024 Q4 REDUCED — — — 10,738 -65 -0.6% 0.47% $604K 2025-01-30 $62.59
2024 Q3 ADDED — — — 10,803 +529 +5.1% 0.54% $660K 2024-10-24 $66.39
2024 Q2 REDUCED — — — 10,274 -36 -0.3% 0.48% $539K 2024-07-09 $55.32
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Investment Partners Asset Management, 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 Investment Partners Asset Management, Inc. reported owning WPM?

Investment Partners Asset Management, Inc. reported WPM across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported WPM position in Investment Partners Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for WPM was 0.78% in 2025 Q3.

What is the latest reported WPM position on this page?

The most recent filing on this page is 2026 Q2, when Investment Partners Asset Management, Inc. reported 7,278 shares, equal to 0.45% of portfolio, with an estimated market value of $817K.

What does the chart on this WPM ownership page compare?

The chart compares Investment Partners Asset Management, 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.

How well did Investment Partners Asset Management, Inc. time their WPM position?

Based on 13F filing dates vs. subsequent WPM price moves, Investment Partners Asset Management, Inc. correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on WPM relative to SPY over the holding period was +184.5%.

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