PFS
WRN

Prospera Financial Services’s Western Copper and Gold WRN Stock Holding History

Prospera Financial Services’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 		$369K Buy
164,750
+5,500
+3% +$14.8K 0.01% 1167
2026
Q1 		$403K Sell
159,250
-5,250
-3% -$16.4K 0.01% 1090
2025
Q4 		$439K Buy
164,500
+13,250
+9% +$30.6K 0.01% 971
2025
Q3 		$298K Buy
151,250
+31,500
+26% +$44.9K 0.01% 1141
2025
Q2 		$150K Buy
119,750
+81,500
+213% +$94.8K ﹤0.01% 1268
2025
Q1 		$43.4K Buy
38,250
+23,670
+162% +$25.3K ﹤0.01% 1155
2024
Q4 		$15.3K Hold
14,580
– – ﹤0.01% 1129
2024
Q3 		$17.5K Hold
14,580
– – ﹤0.01% 1111
2024
Q2 		$16.8K Sell
14,580
-1,100
-7% -$1.54K ﹤0.01% 1129
2024
Q1 		$24K Buy
+15,680
New +$19.5K ﹤0.01% 1083

Other funds holding WRN

DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

Prospera Financial Services's WRN Position: Q2 2026 in Review

Prospera Financial Services increased its Western Copper and Gold (WRN) stake by 3.5% in Q2 2026, buying an estimated $14.8K and bringing the position to 164,750 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #1167.

Prospera Financial Services first reported a position in WRN in Q1 2024 and has held it in 10 quarters since. The position peaked at $439K in Q4 2025. 6 funds tracked by Wall St. Rank hold WRN as of Q2 2026.

  • Prospera Financial Services held 164,750 shares of Western Copper and Gold worth $369K as of Q2 2026.
  • Prospera Financial Services bought 5,500 Western Copper and Gold shares in Q2 2026, an estimated $14.8K.
  • Western Copper and Gold made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1167 holding.
  • Prospera Financial Services first reported a position in Western Copper and Gold in Q1 2024 and has held it in 10 quarters since.
  • Prospera Financial Services's Western Copper and Gold position peaked at $439K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Western Copper and Gold as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.