DAS
WRN

Dynamic Advisor Solutions’s Western Copper and Gold WRN Stock Holding History

Dynamic Advisor Solutions’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 		$81K Hold
36,140
– – ﹤0.01% 1035
2026
Q1 		$91.4K Hold
36,140
– – ﹤0.01% 950
2025
Q4 		$96.5K Buy
36,140
+6,665
+23% +$15.4K ﹤0.01% 922
2025
Q3 		$58.1K Buy
+29,475
New +$42K ﹤0.01% 926

Other funds holding WRN

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

Dynamic Advisor Solutions's WRN Position: Q2 2026 in Review

Dynamic Advisor Solutions held its Western Copper and Gold (WRN) position steady in Q2 2026 at 36,140 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Dynamic Advisor Solutions first reported a position in WRN in Q3 2025 and has held it in 4 quarters since. The position peaked at $96.5K in Q4 2025. 7 funds tracked by Wall St. Rank hold WRN as of Q2 2026.

  • Dynamic Advisor Solutions held 36,140 shares of Western Copper and Gold worth $81K as of Q2 2026.
  • Dynamic Advisor Solutions left its Western Copper and Gold share count unchanged in Q2 2026.
  • Western Copper and Gold made up ﹤0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #1035 holding.
  • Dynamic Advisor Solutions first reported a position in Western Copper and Gold in Q3 2025 and has held it in 4 quarters since.
  • Dynamic Advisor Solutions's Western Copper and Gold position peaked at $96.5K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Western Copper and Gold as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.