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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
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

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

Investment Partners Asset Management's WPM Position: Q2 2026 in Review

Investment Partners Asset Management reduced its Wheaton Precious Metals (WPM) stake by 0.75% in Q2 2026, selling an estimated $7.16K and leaving 7,278 shares worth $817K. The position accounts for 0.45% of the portfolio, ranked #61.

Investment Partners Asset Management first reported a position in WPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.2M in Q4 2025. 207 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Investment Partners Asset Management held 7,278 shares of Wheaton Precious Metals worth $817K as of Q2 2026.
  • Investment Partners Asset Management sold 55 Wheaton Precious Metals shares in Q2 2026, an estimated $7.16K.
  • Wheaton Precious Metals made up 0.45% of Investment Partners Asset Management's portfolio in Q2 2026, its #61 holding.
  • Investment Partners Asset Management first reported a position in Wheaton Precious Metals in Q4 2023 and has held it in 11 quarters since.
  • Investment Partners Asset Management's Wheaton Precious Metals position peaked at $1.2M in Q4 2025.
  • 207 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.