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Callan Family Office’s Wheaton Precious Metals WPM Stock Holding History

Callan Family Office’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 		$334K Buy
2,972
+1,240
+72% +$161K 0.01% 959
2026
Q1 		$227K Buy
+1,732
New +$241K 0.01% 1022

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Callan Family Office's WPM Position: Q2 2026 in Review

Callan Family Office increased its Wheaton Precious Metals (WPM) stake by 72% in Q2 2026, buying an estimated $161K and bringing the position to 2,972 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #959.

Callan Family Office first reported a position in WPM in Q1 2026 and has held it in 2 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Callan Family Office held 2,972 shares of Wheaton Precious Metals worth $334K as of Q2 2026.
  • Callan Family Office bought 1,240 Wheaton Precious Metals shares in Q2 2026, an estimated $161K.
  • Wheaton Precious Metals made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #959 holding.
  • Callan Family Office first reported a position in Wheaton Precious Metals in Q1 2026 and has held it in 2 quarters since.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.