Jones Financial Companies
WRN

Jones Financial Companies’s Western Copper and Gold WRN Stock Holding History

Jones Financial Companies’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 		$38.3K Buy
15,966
+900
+6% +$2.81K ﹤0.01% 3049
2025
Q4 		$40.2K Buy
15,066
+66
+0.4% +$152 ﹤0.01% 2630
2025
Q3 		$29.7K Buy
+15,000
New +$21.4K ﹤0.01% 2593

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

Jones Financial Companies's WRN Position: Q1 2026 in Review

Jones Financial Companies increased its Western Copper and Gold (WRN) stake by 6% in Q1 2026, buying an estimated $2.81K and bringing the position to 15,966 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3049.

Jones Financial Companies first reported a position in WRN in Q3 2025 and has held it in 3 quarters since. The position peaked at $40.2K in Q4 2025. 86 funds tracked by Wall St. Rank hold WRN as of Q1 2026.

  • Jones Financial Companies held 15,966 shares of Western Copper and Gold worth $38.3K as of Q1 2026.
  • Jones Financial Companies bought 900 Western Copper and Gold shares in Q1 2026, an estimated $2.81K.
  • Western Copper and Gold made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3049 holding.
  • Jones Financial Companies first reported a position in Western Copper and Gold in Q3 2025 and has held it in 3 quarters since.
  • Jones Financial Companies's Western Copper and Gold position peaked at $40.2K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Western Copper and Gold as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.