Lido Advisors’s Western Copper and Gold WRN Stock Holding History

Lido Advisors’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	$1.01M	Sell	399,400 -120,600	-23%	-$377K	﹤0.01%	964
2025 Q4	$1.39M	Sell	520,000 -30,666	-6%	-$70.8K	﹤0.01%	856
2025 Q3	$1.08M	Hold	550,666	–	–	﹤0.01%	922
2025 Q2	$688K	Hold	550,666	–	–	﹤0.01%	991
2025 Q1	$625K	Sell	550,666 -230	-0%	-$246	﹤0.01%	948
2024 Q4	$578K	Buy	+550,896	New	+$626K	﹤0.01%	963

Other funds holding WRN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return

Lido Advisors's WRN Position: Q1 2026 in Review

Lido Advisors reduced its Western Copper and Gold (WRN) stake by 23% in Q1 2026, selling an estimated $377K and leaving 399,400 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Lido Advisors first reported a position in WRN in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.39M in Q4 2025. 86 funds tracked by Wall St. Rank hold WRN as of Q1 2026.

Lido Advisors held 399,400 shares of Western Copper and Gold worth $1.01M as of Q1 2026.
Lido Advisors sold 120,600 Western Copper and Gold shares in Q1 2026, an estimated $377K.
Western Copper and Gold made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #964 holding.
Lido Advisors first reported a position in Western Copper and Gold in Q4 2024 and has held it in 6 quarters since.
Lido Advisors's Western Copper and Gold position peaked at $1.39M in Q4 2025.
86 funds tracked by Wall St. Rank held Western Copper and Gold as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.