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Investment Partners Asset Management’s Wheaton Precious Metals WPM Stock Holding History

Investment Partners Asset Management’s Portfolio WPM Stock Details WPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$964K Sell
7,211
-67
-0.9% -$8.87K 0.52% 53
2026
Q2 		$817K Sell
7,278
-55
-0.8% -$7.16K 0.45% 61
2026
Q1 		$961K Sell
7,333
-2,908
-28% -$404K 0.59% 46
2025
Q4 		$1.2M Sell
10,241
-302
-3% -$32.3K 0.75% 36
2025
Q3 		$1.18M Sell
10,543
-163
-2% -$15.9K 0.78% 35
2025
Q2 		$961K Sell
10,706
-45
-0.4% -$3.79K 0.67% 42
2025
Q1 		$835K Buy
10,751
+13
+0.1% +$867 0.66% 44
2024
Q4 		$604K Sell
10,738
-65
-0.6% -$4.03K 0.47% 63
2024
Q3 		$660K Buy
10,803
+529
+5% +$31.5K 0.54% 55
2024
Q2 		$539K Sell
10,274
-36
-0.3% -$1.93K 0.48% 65
2024
Q1 		$486K Buy
10,310
+195
+2% +$8.81K 0.44% 74
2023
Q4 		$499K Buy
+10,115
New +$458K 0.5% 64

Other funds holding WPM

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Investment Partners Asset Management's WPM Position: Q3 2026 in Review

Investment Partners Asset Management reduced its Wheaton Precious Metals (WPM) stake by 0.92% in Q3 2026, selling an estimated $8.87K and leaving 7,211 shares worth $964K. The position accounts for 0.52% of the portfolio, ranked #53.

Investment Partners Asset Management first reported a position in WPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.2M in Q4 2025. 33 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

  • Investment Partners Asset Management held 7,211 shares of Wheaton Precious Metals worth $964K as of Q3 2026.
  • Investment Partners Asset Management sold 67 Wheaton Precious Metals shares in Q3 2026, an estimated $8.87K.
  • Wheaton Precious Metals made up 0.52% of Investment Partners Asset Management's portfolio in Q3 2026, its #53 holding.
  • Investment Partners Asset Management first reported a position in Wheaton Precious Metals in Q4 2023 and has held it in 12 quarters since.
  • Investment Partners Asset Management's Wheaton Precious Metals position peaked at $1.2M in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.