Advisory Alpha’s Western Copper and Gold WRN Stock Holding History

Advisory Alpha’s Portfolio WRN Stock Details WRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$89.1K	Sell	35,231 -128,095	-78%	-$400K	﹤0.01%	541
2025 Q4	$436K	Buy	163,326 +117,335	+255%	+$271K	0.01%	329
2025 Q3	$87.8K	Hold	45,991	–	–	﹤0.01%	513
2025 Q2	$57.5K	Hold	45,991	–	–	﹤0.01%	478
2025 Q1	$52.2K	Hold	45,991	–	–	﹤0.01%	454
2024 Q4	$48.3K	Buy	+45,991	New	+$52.3K	﹤0.01%	437

Other funds holding WRN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CAM

Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return

WCA

Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return

Advisory Alpha's WRN Position: Q1 2026 in Review

Advisory Alpha reduced its Western Copper and Gold (WRN) stake by 78% in Q1 2026, selling an estimated $400K and leaving 35,231 shares worth $89.1K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Advisory Alpha first reported a position in WRN in Q4 2024 and has held it in 6 quarters since. The position peaked at $436K in Q4 2025. 86 funds tracked by Wall St. Rank hold WRN as of Q1 2026.

Advisory Alpha held 35,231 shares of Western Copper and Gold worth $89.1K as of Q1 2026.
Advisory Alpha sold 128,095 Western Copper and Gold shares in Q1 2026, an estimated $400K.
Western Copper and Gold made up ﹤0.01% of Advisory Alpha's portfolio in Q1 2026, its #541 holding.
Advisory Alpha first reported a position in Western Copper and Gold in Q4 2024 and has held it in 6 quarters since.
Advisory Alpha's Western Copper and Gold position peaked at $436K in Q4 2025.
86 funds tracked by Wall St. Rank held Western Copper and Gold as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.