Callan Capital’s Wheaton Precious Metals WPM Stock Holding History

Callan Capital’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
2025 Q1	$320K	Buy	+4,126	New	+$275K	0.02%	266
2024 Q4	–	Sell	-3,411	Closed	-$208K	–	373
2024 Q3	$208K	Buy	+3,411	New	+$203K	0.01%	325
2014 Q1	–	Sell	-10,500	Closed	-$212K	–	60
2013 Q4	$212K	Buy	+10,500	New	+$228K	0.08%	42

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Callan Capital's WPM Position: Q1 2025 in Review

Callan Capital opened a new position in Wheaton Precious Metals (WPM) in Q1 2025: 4,126 shares worth $320K. The stake represents 0.02% of the portfolio and ranks #266 among its holdings. This is a return to the name: Callan Capital previously reported a position in WPM as recently as Q3 2024.

Callan Capital first reported a position in WPM in Q4 2013 and has held it in 3 quarters since. 663 funds tracked by Wall St. Rank hold WPM as of Q1 2025.

Callan Capital held 4,126 shares of Wheaton Precious Metals worth $320K as of Q1 2025.
Wheaton Precious Metals was a new Callan Capital position in Q1 2025.
Wheaton Precious Metals made up 0.02% of Callan Capital's portfolio in Q1 2025, its #266 holding.
Callan Capital first reported a position in Wheaton Precious Metals in Q4 2013 and has held it in 3 quarters since.
663 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.