BWM
WRN

Bullock Wealth Management’s Western Copper and Gold WRN Stock Holding History

Bullock Wealth Management’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
Q2 		– Sell
-2,941
Closed -$3.32K – 618
2025
Q1 		$3.32K Buy
+2,941
New +$3.15K ﹤0.01% 470

Other funds holding WRN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
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
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Bullock Wealth Management's WRN Position: Q2 2025 in Review

Bullock Wealth Management sold out of Western Copper and Gold (WRN) in Q2 2025, closing a stake of 2,941 shares — an estimated $3.32K sold.

Bullock Wealth Management first reported a position in WRN in Q1 2025 and held it in 1 quarter. The position peaked at $3.32K in Q1 2025. 52 funds tracked by Wall St. Rank hold WRN as of Q2 2025.

  • Bullock Wealth Management reported no remaining Western Copper and Gold position as of Q2 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 2,941 Western Copper and Gold shares in Q2 2025, an estimated $3.32K.
  • Bullock Wealth Management first reported a position in Western Copper and Gold in Q1 2025 and held it in 1 quarter.
  • Bullock Wealth Management's Western Copper and Gold position peaked at $3.32K in Q1 2025.
  • 52 funds tracked by Wall St. Rank held Western Copper and Gold as of Q2 2025.

Based on Bullock Wealth Management's 13F filing for Q2 2025, filed 24 Sep 2026.