Allworth Financial’s Western Copper and Gold WRN Stock Holding History

Allworth Financial’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 Q2	$9.3K	Sell	4,151 -2,551	-38%	-$6.88K	﹤0.01%	3766
2026 Q1	$17K	Hold	6,702	–	–	﹤0.01%	3114
2025 Q4	$17.9K	Buy	6,702 +5,102	+319%	+$11.8K	﹤0.01%	2891
2025 Q3	$3.15K	Hold	1,600	–	–	﹤0.01%	3795
2025 Q2	$2K	Sell	1,600 -7,500	-82%	-$8.72K	﹤0.01%	3700
2025 Q1	$10K	Buy	9,100 +1,600	+21%	+$1.71K	﹤0.01%	2428
2024 Q4	$7.65K	Hold	7,500	–	–	﹤0.01%	2566
2024 Q3	$9K	Buy	+7,500	New	+$8.62K	﹤0.01%	2311

Other funds holding WRN

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CAM

Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return

WCA

Waratah Capital Advisors Toronto, Ontario, Canada $2.94B AUM 66.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Allworth Financial's WRN Position: Q2 2026 in Review

Allworth Financial reduced its Western Copper and Gold (WRN) stake by 38% in Q2 2026, selling an estimated $6.88K and leaving 4,151 shares worth $9.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3766.

Allworth Financial first reported a position in WRN in Q3 2024 and has held it in 8 quarters since. The position peaked at $17.9K in Q4 2025. 90 funds tracked by Wall St. Rank hold WRN as of Q2 2026.

Allworth Financial held 4,151 shares of Western Copper and Gold worth $9.3K as of Q2 2026.
Allworth Financial sold 2,551 Western Copper and Gold shares in Q2 2026, an estimated $6.88K.
Western Copper and Gold made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3766 holding.
Allworth Financial first reported a position in Western Copper and Gold in Q3 2024 and has held it in 8 quarters since.
Allworth Financial's Western Copper and Gold position peaked at $17.9K in Q4 2025.
90 funds tracked by Wall St. Rank held Western Copper and Gold as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.