SEC 13F Intelligence

Jeppson Wealth Management, LLC / WPM

Jeppson Wealth Management, LLC’s Wheaton Precious Metals Corp Position

Does Jeppson Wealth Management, LLC own Wheaton Precious Metals Corp (WPM)? Yes26.3K shares worth $3M (+1.08% of its 13F portfolio) as of Q1 2026, down from 26.9K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
26.3K
% of Portfolio
+1.08%
Quarters Held
22
currently held

Position History WPM

Reported value by quarter
Q3 ’20: $1MQ3 ’20Q1 ’21: $1MQ2 ’21: $1MQ3 ’21: $1MQ3 ’21Q4 ’21: $1MQ1 ’22: $1MQ2 ’22: $1MQ2 ’22Q3 ’22: $897,000Q4 ’22: $1MQ1 ’23: $1MQ1 ’23Q2 ’23: $1MQ3 ’23: $1MQ4 ’23: $1MQ4 ’23Q1 ’24: $1MQ2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202626.3K$3M+1.08%
Q4 202526.9K$3M+1.00%
Q3 202527.4K$3M+0.98%
Q2 202527.6K$2M+0.86%
Q1 202527.7K$2M+0.79%
Q4 202427.8K$2M+0.57%
Q3 202428.6K$2M+0.63%
Q2 202429.0K$2M+0.58%
Q1 202429.4K$1M+0.54%
Q4 202329.1K$1M+0.59%
Q3 202328.2K$1M+0.52%
Q2 202327.8K$1M+0.52%
Q1 202328.3K$1M+0.59%
Q4 202227.8K$1M+0.46%
Q3 202227.7K$897,000+0.41%
Q2 202229.7K$1M+0.46%
Q1 202229.2K$1M+0.65%
Q4 202129.7K$1M+0.61%
Q3 202128.1K$1M+0.55%
Q2 202127.9K$1M+0.67%
Q1 202128.0K$1M+0.64%
Q3 202021.9K$1M+0.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jeppson Wealth Management, LLC’s full portfolio or all institutional holders of WPM.