B. Riley Wealth Advisors’s Western Copper and Gold WRN Stock Holding History

B. Riley Wealth Advisors’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
2025 Q3	–	Sell	-12,000	Closed	-$15K	–	1186
2025 Q2	$15K	Buy	+12,000	New	+$14K	﹤0.01%	1021
2024 Q4	$12.6K	Hold	12,000	–	–	﹤0.01%	1135
2024 Q3	$14.4K	Hold	12,000	–	–	﹤0.01%	1256
2024 Q2	$13.8K	Hold	12,000	–	–	﹤0.01%	1374
2024 Q1	$16.4K	Hold	12,000	–	–	﹤0.01%	1430
2023 Q4	$16K	Hold	12,000	–	–	﹤0.01%	1377
2023 Q3	$16.4K	Hold	12,000	–	–	﹤0.01%	1430
2023 Q2	$18.4K	Hold	12,000	–	–	﹤0.01%	1512
2023 Q1	$22K	Hold	12,000	–	–	﹤0.01%	1469
2022 Q4	$21.4K	Hold	12,000	–	–	﹤0.01%	1448
2022 Q3	$16K	Hold	12,000	–	–	﹤0.01%	1426
2022 Q2	$17K	Hold	12,000	–	–	﹤0.01%	1208
2022 Q1	$29K	Hold	12,000	–	–	﹤0.01%	1353
2021 Q4	$19K	Hold	12,000	–	–	﹤0.01%	1397
2021 Q3	$18K	Hold	12,000	–	–	﹤0.01%	1398
2021 Q2	$24K	Buy	+12,000	New	+$22K	﹤0.01%	1362

Other funds holding WRN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

B. Riley Wealth Advisors's WRN Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of Western Copper and Gold (WRN) in Q3 2025, closing a stake of 12,000 shares — an estimated $15K sold.

B. Riley Wealth Advisors first reported a position in WRN in Q2 2021 and held it in 16 quarters. The position peaked at $29K in Q1 2022. 62 funds tracked by Wall St. Rank hold WRN as of Q3 2025.

B. Riley Wealth Advisors reported no remaining Western Copper and Gold position as of Q3 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 12,000 Western Copper and Gold shares in Q3 2025, an estimated $15K.
B. Riley Wealth Advisors first reported a position in Western Copper and Gold in Q2 2021 and held it in 16 quarters.
B. Riley Wealth Advisors's Western Copper and Gold position peaked at $29K in Q1 2022.
62 funds tracked by Wall St. Rank held Western Copper and Gold as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.