WPM β€” WHEATON PRECIOUS METALS CORP

Ownership history in Turning Point Benefit Group, Inc.  Β·  5 quarters on record

AI Ownership Summary

Turning Point Benefit Group, Inc. reported WHEATON PRECIOUS METALS CORP (WPM) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 3.68% in 2025 Q2. The latest visible filing shows WPM at 3.32% 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 Turning Point Benefit Group, 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
2025 Q4

WPM was reported at 3.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.68% in 2025 Q2

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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 Turning Point Benefit Group, Inc. held WPM β€” position size vs. price
% of Fund (quarterly)    WPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 54,055 +1,537 +2.9% 3.32% $6.4M 2026-02-14 (Est.) $145.67
2025 Q3 REDUCED 52,518 -1,621 -3.0% 3.53% $5.9M 2025-11-17 $102.12
2025 Q2 REDUCED 54,139 -1,256 -2.3% 3.68% $4.9M 2025-07-31 $91.37
2025 Q1 REDUCED 55,395 -2,577 -4.4% 3.66% $3.9M 2025-05-12 $78.70
2024 Q4 INITIATED 57,972 β€” β€” 3.09% $3.2M 2025-02-03 $63.20

FAQ About Turning Point Benefit Group, 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 Turning Point Benefit Group, Inc. reported owning WPM?

Turning Point Benefit Group, Inc. reported WPM across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported WPM position in Turning Point Benefit Group, Inc.'s portfolio?

The largest reported portfolio weight for WPM was 3.68% in 2025 Q2.

What is the latest reported WPM position on this page?

The most recent filing on this page is 2025 Q4, when Turning Point Benefit Group, Inc. reported 54,055 shares, equal to 3.32% of portfolio, with an estimated market value of $6.4M.

What does the chart on this WPM ownership page compare?

The chart compares Turning Point Benefit Group, 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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