Steward Partners Investment Advisory’s Western Copper and Gold WRN Stock Holding History

Steward Partners Investment Advisory’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	$336	Buy	+133	New	+$415	﹤0.01%	4289

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

Steward Partners Investment Advisory's WRN Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in Western Copper and Gold (WRN) in Q1 2026: 133 shares worth $336. The stake represents ﹤0.01% of the portfolio and ranks #4289 among its holdings.

86 funds tracked by Wall St. Rank hold WRN as of Q1 2026.

Steward Partners Investment Advisory held 133 shares of Western Copper and Gold worth $336 as of Q1 2026.
Western Copper and Gold was a new Steward Partners Investment Advisory position in Q1 2026.
Western Copper and Gold made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4289 holding.
86 funds tracked by Wall St. Rank held Western Copper and Gold as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.