Cape Investment Advisory’s Westwater Resources WWR Stock Holding History

Cape Investment Advisory’s Portfolio WWR Stock Details WWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$460	Hold	885	–	–	﹤0.01%	1412
2026 Q2	$447	Buy	+885	New	+$524	﹤0.01%	1396

Other funds holding WWR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Cape Investment Advisory's WWR Position: Q3 2026 in Review

Cape Investment Advisory held its Westwater Resources (WWR) position steady in Q3 2026 at 885 shares worth $460. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Cape Investment Advisory first reported a position in WWR in Q2 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold WWR as of Q3 2026.

Cape Investment Advisory held 885 shares of Westwater Resources worth $460 as of Q3 2026.
Cape Investment Advisory left its Westwater Resources share count unchanged in Q3 2026.
Westwater Resources made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #1412 holding.
Cape Investment Advisory first reported a position in Westwater Resources in Q2 2026 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held Westwater Resources as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.