WPM β€” WHEATON PRECIOUS METALS CORP

Ownership history in Leverty Financial Group, LLC  Β·  1 quarter on record

AI Ownership Summary

Leverty Financial Group, LLC reported WHEATON PRECIOUS METALS CORP (WPM) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows WPM at 0.05% 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 Leverty Financial Group, 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 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% 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
2026 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 Leverty Financial Group, LLC held WPM β€” position size vs. price
% of Fund (quarterly)    WPM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 1,704 β€” β€” 0.05% $223K 2026-04-09 $140.89

FAQ About Leverty Financial Group, 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 Leverty Financial Group, LLC reported owning WPM?

Leverty Financial Group, LLC reported WPM across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported WPM position in Leverty Financial Group, LLC's portfolio?

The largest reported portfolio weight for WPM was 0.05% in 2026 Q1.

What is the latest reported WPM position on this page?

The most recent filing on this page is 2026 Q1, when Leverty Financial Group, LLC reported 1,704 shares, equal to 0.05% of portfolio, with an estimated market value of $223K.

What does the chart on this WPM ownership page compare?

The chart compares Leverty Financial Group, 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.

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