Mackenzie Financial

Mackenzie Financial’s Western Copper and Gold WRN Stock Holding History

Mackenzie Financial’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	$2.44M	Hold	961,393	–	–	﹤0.01%	876
2025 Q4	$2.63M	Sell	961,393 -8,691	-0.9%	-$20.1K	﹤0.01%	772
2025 Q3	$1.92M	Buy	970,084 +510,000	+111%	+$726K	﹤0.01%	844
2025 Q2	$565K	Hold	460,084	–	–	﹤0.01%	1188
2025 Q1	$524K	Buy	460,084 +6,715	+1%	+$7.18K	﹤0.01%	1187
2024 Q4	$476K	Sell	453,369 -8,646	-2%	-$9.83K	﹤0.01%	1193
2024 Q3	$550K	Hold	462,015	–	–	﹤0.01%	996
2024 Q2	$527K	Hold	462,015	–	–	﹤0.01%	1001
2024 Q1	$706K	Buy	462,015 +10,070	+2%	+$12.5K	﹤0.01%	951
2023 Q4	$597K	Hold	451,945	–	–	﹤0.01%	954
2023 Q3	$587K	Hold	451,945	–	–	﹤0.01%	961
2023 Q2	$696K	Hold	451,945	–	–	﹤0.01%	937
2023 Q1	$823K	Sell	451,945 -2,400	-0.5%	-$4.17K	﹤0.01%	898
2022 Q4	$807K	Hold	454,345	–	–	﹤0.01%	807
2022 Q3	$575K	Buy	454,345 +4,345	+1%	+$5.77K	﹤0.01%	903
2022 Q2	$619K	Hold	450,000	–	–	﹤0.01%	927
2022 Q1	$1.06M	Buy	+450,000	New	+$775K	﹤0.01%	885

Other funds holding WRN

Fidelity Investments

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

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return

Waratah Capital Advisors Toronto, Ontario, Canada $1.12B AUM 76.33% 1-Year Est. Return

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

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