Bank of Montreal’s Western Copper and Gold WRN Stock Holding History

Bank of Montreal’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	$1.07M	Buy	479,252 +70,461	+17%	+$190K	﹤0.01%	2048
2026 Q1	$1.04M	Buy	408,791 +379,866	+1,313%	+$1.19M	﹤0.01%	2014
2025 Q4	$77.3K	Sell	28,925 -4,522	-14%	-$10.4K	﹤0.01%	3106
2025 Q3	$66.3K	Buy	+33,447	New	+$47.6K	﹤0.01%	3060
2024 Q3	–	Sell	-174,096	Closed	-$213K	–	4284
2024 Q2	$213K	Buy	+174,096	New	+$243K	﹤0.01%	2964
2023 Q1	–	Sell	-12,628	Closed	-$22.9K	–	4234
2022 Q4	$22.9K	Hold	12,628	–	–	﹤0.01%	3669
2022 Q3	$17K	Sell	12,628 -2,000	-14%	-$2.65K	﹤0.01%	3824
2022 Q2	$24K	Buy	14,628 +2,000	+16%	+$3.63K	﹤0.01%	3744
2022 Q1	$30K	Buy	12,628 +2,000	+19%	+$3.45K	﹤0.01%	3872
2021 Q4	$17K	Sell	10,628 -6,104	-36%	-$9.27K	﹤0.01%	3359
2021 Q3	$27K	Hold	16,732	–	–	﹤0.01%	3632
2021 Q2	$33K	Buy	16,732 +122	+0.7%	+$224	﹤0.01%	3468
2021 Q1	$21K	Sell	16,610 -3,460	-17%	-$4.73K	﹤0.01%	4045
2020 Q4	$25K	Buy	20,070 +12,373	+161%	+$14.8K	﹤0.01%	4324
2020 Q3	$8K	Buy	+7,697	New	+$9.53K	﹤0.01%	4243
2019 Q3	–	Sell	-647	Closed	–	–	5019
2019 Q2	$0	Sell	647 -1,323	-67%	-$733	﹤0.01%	5087
2019 Q1	$1K	Buy	1,970 +447	+29%	+$284	﹤0.01%	4221
2018 Q4	$1K	Sell	1,523 -1,277	-46%	-$732	﹤0.01%	4569
2018 Q3	$2K	Sell	2,800 -9,000	-76%	-$6.62K	﹤0.01%	4404
2018 Q2	$10K	Sell	11,800 -5,121	-30%	-$4.42K	﹤0.01%	3962
2018 Q1	$13K	Buy	16,921 +21	+0.1%	+$19	﹤0.01%	3685
2017 Q4	$17K	Buy	16,900 +3,000	+22%	+$3.04K	﹤0.01%	3641
2017 Q3	$16K	Buy	13,900 +200	+1%	+$236	﹤0.01%	3588
2017 Q2	$14K	Hold	13,700	–	–	﹤0.01%	3648
2017 Q1	$18K	Buy	13,700 +2,500	+22%	+$3.43K	﹤0.01%	3412
2016 Q4	$10K	Hold	11,200	–	–	﹤0.01%	3610
2016 Q3	$9K	Buy	+11,200	New	+$9.52K	﹤0.01%	3579
2014 Q4	–	Sell	-223,030	Closed	-$129K	–	4188
2014 Q3	$129K	Sell	223,030 -7,680	-3%	-$5.68K	﹤0.01%	2709
2014 Q2	$178K	Sell	230,710 -65,600	-22%	-$57.5K	﹤0.01%	2565
2014 Q1	$288K	Buy	296,310 +64,720	+28%	+$49.3K	﹤0.01%	2350
2013 Q4	$162K	Sell	231,590 -26,800	-10%	-$17K	﹤0.01%	2325
2013 Q3	$179K	Sell	258,390 -3,170	-1%	-$1.9K	﹤0.01%	2289
2013 Q2	$133K	Buy	+261,560	New	+$181K	﹤0.01%	2331

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

Bank of Montreal's WRN Position: Q2 2026 in Review

Bank of Montreal increased its Western Copper and Gold (WRN) stake by 17% in Q2 2026, buying an estimated $190K and bringing the position to 479,252 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2048.

Bank of Montreal first reported a position in WRN in Q2 2013 and has held it in 33 quarters since. 90 funds tracked by Wall St. Rank hold WRN as of Q2 2026.

Bank of Montreal held 479,252 shares of Western Copper and Gold worth $1.07M as of Q2 2026.
Bank of Montreal bought 70,461 Western Copper and Gold shares in Q2 2026, an estimated $190K.
Western Copper and Gold made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2048 holding.
Bank of Montreal first reported a position in Western Copper and Gold in Q2 2013 and has held it in 33 quarters since.
90 funds tracked by Wall St. Rank held Western Copper and Gold as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.