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Simplicity Wealth’s Westwater Resources WWR Stock Holding History

Simplicity Wealth’s Portfolio WWR Stock Details WWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.05K Hold
10,000
– – ﹤0.01% 1022
2026
Q1 		$6.54K Hold
10,000
– – ﹤0.01% 748
2025
Q4 		$7.5K Sell
10,000
-5,000
-33% -$6.21K ﹤0.01% 700
2025
Q3 		$14.2K Buy
+15,000
New +$11.3K ﹤0.01% 709

Other funds holding WWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Simplicity Wealth's WWR Position: Q2 2026 in Review

Simplicity Wealth held its Westwater Resources (WWR) position steady in Q2 2026 at 10,000 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Simplicity Wealth first reported a position in WWR in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.2K in Q3 2025. 32 funds tracked by Wall St. Rank hold WWR as of Q2 2026.

  • Simplicity Wealth held 10,000 shares of Westwater Resources worth $5.05K as of Q2 2026.
  • Simplicity Wealth left its Westwater Resources share count unchanged in Q2 2026.
  • Westwater Resources made up ﹤0.01% of Simplicity Wealth's portfolio in Q2 2026, its #1022 holding.
  • Simplicity Wealth first reported a position in Westwater Resources in Q3 2025 and has held it in 4 quarters since.
  • Simplicity Wealth's Westwater Resources position peaked at $14.2K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Westwater Resources as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.