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	$58.2K	Buy	26,000 +13,000	+100%	+$35K	﹤0.01%	3242
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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return

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

WCA

Waratah Capital Advisors Toronto, Ontario, Canada $2.94B AUM 66.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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 increased its Western Copper and Gold (WRN) stake by 100% in Q2 2026, buying an estimated $35K and bringing the position to 26,000 shares worth $58.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3242.

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

Integrated Wealth Concepts held 26,000 shares of Western Copper and Gold worth $58.2K as of Q2 2026.
Integrated Wealth Concepts bought 13,000 Western Copper and Gold shares in Q2 2026, an estimated $35K.
Western Copper and Gold made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3242 holding.
Integrated Wealth Concepts first reported a position in Western Copper and Gold in Q1 2025 and has held it in 6 quarters since.
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.