IWC
WRN

Integrated Wealth Concepts’s Western Copper and Gold WRN Stock Holding History

Integrated Wealth Concepts’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
Q1 		$32.9K Hold
13,000
– – ﹤0.01% 2238
2025
Q4 		$34.7K Hold
13,000
– – ﹤0.01% 1586
2025
Q3 		$25.6K Hold
13,000
– – ﹤0.01% 1966
2025
Q2 		$16.3K Hold
13,000
– – ﹤0.01% 1889
2025
Q1 		$14.8K Buy
+13,000
New +$13.9K ﹤0.01% 1725

Other funds holding WRN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Franklin Resources
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
WCA
Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return

Integrated Wealth Concepts's WRN Position: Q1 2026 in Review

Integrated Wealth Concepts held its Western Copper and Gold (WRN) position steady in Q1 2026 at 13,000 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2238.

Integrated Wealth Concepts first reported a position in WRN in Q1 2025 and has held it in 5 quarters since. The position peaked at $34.7K in Q4 2025. 86 funds tracked by Wall St. Rank hold WRN as of Q1 2026.

  • Integrated Wealth Concepts held 13,000 shares of Western Copper and Gold worth $32.9K as of Q1 2026.
  • Integrated Wealth Concepts left its Western Copper and Gold share count unchanged in Q1 2026.
  • Western Copper and Gold made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2238 holding.
  • Integrated Wealth Concepts first reported a position in Western Copper and Gold in Q1 2025 and has held it in 5 quarters since.
  • Integrated Wealth Concepts's Western Copper and Gold position peaked at $34.7K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Western Copper and Gold as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.