Integrated Wealth Concepts
WRN icon

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
Q2 		$29.1K Hold
13,000
– – ﹤0.01% 2381
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 		$16.2K Hold
13,000
– – ﹤0.01% 1889
2025
Q1 		$14.8K Buy
+13,000
New +$13.9K ﹤0.01% 1725

Other funds holding WRN

Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Claret Asset Management
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
Waratah Capital Advisors
Waratah Capital Advisors Toronto, Ontario, Canada $2.94B AUM 66.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Integrated Wealth Concepts's WRN Position: Q2 2026 in Review

Integrated Wealth Concepts held its Western Copper and Gold (WRN) position steady in Q2 2026 at 13,000 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2381.

Integrated Wealth Concepts first reported a position in WRN in Q1 2025 and has held it in 6 quarters since. The position peaked at $34.7K in Q4 2025. 90 funds tracked by Wall St. Rank hold WRN as of Q2 2026.

  • Integrated Wealth Concepts held 13,000 shares of Western Copper and Gold worth $29.1K as of Q2 2026.
  • Integrated Wealth Concepts left its Western Copper and Gold share count unchanged in Q2 2026.
  • Western Copper and Gold made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2381 holding.
  • Integrated Wealth Concepts first reported a position in Western Copper and Gold in Q1 2025 and has held it in 6 quarters since.
  • Integrated Wealth Concepts's Western Copper and Gold position peaked at $34.7K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held Western Copper and Gold as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.