John A. Wolfe & Associates, Inc. WPM WHEATON PRECIOUS METALS CORP COM

Ownership history in John A. Wolfe & Associates, Inc.  ·  3 quarters on record

AI Ownership Summary

John A. Wolfe & Associates, Inc. reported WHEATON PRECIOUS METALS CORP COM (WPM) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.27% in 2026 Q1. The latest visible filing shows WPM at 0.21% 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 John A. Wolfe & Associates, Inc.'s position in WHEATON PRECIOUS METALS CORP COM, 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 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% 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 Q4 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 John A. Wolfe & Associates, 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 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 1,343 0% 0.21% $151K 2026-07-30 $113.38
2026 Q1 REDUCED 37.1% -15.2% 1,343 -793 -37.1% 0.27% $176K 2026-05-05 $125.05
2025 Q4 INITIATED 2,136 0.14% $251K 2026-03-17 $136.77

FAQ About John A. Wolfe & Associates, 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 John A. Wolfe & Associates, Inc. reported owning WPM?

John A. Wolfe & Associates, Inc. reported WPM across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported WPM position in John A. Wolfe & Associates, Inc.'s portfolio?

The largest reported portfolio weight for WPM was 0.27% in 2026 Q1.

What is the latest reported WPM position on this page?

The most recent filing on this page is 2026 Q2, when John A. Wolfe & Associates, Inc. reported 1,343 shares, equal to 0.21% of portfolio, with an estimated market value of $151K.

What does the chart on this WPM ownership page compare?

The chart compares John A. Wolfe & Associates, 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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