SWP
WRN

Strategic Wealth Partners’s Western Copper and Gold WRN Stock Holding History

Strategic Wealth Partners’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 		$6.33K Hold
2,500
– – ﹤0.01% 992
2025
Q4 		$6.67K Buy
+2,500
New +$5.77K ﹤0.01% 998

Other funds holding WRN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Franklin Resources
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return

Strategic Wealth Partners's WRN Position: Q1 2026 in Review

Strategic Wealth Partners held its Western Copper and Gold (WRN) position steady in Q1 2026 at 2,500 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Strategic Wealth Partners first reported a position in WRN in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.67K in Q4 2025. 86 funds tracked by Wall St. Rank hold WRN as of Q1 2026.

  • Strategic Wealth Partners held 2,500 shares of Western Copper and Gold worth $6.33K as of Q1 2026.
  • Strategic Wealth Partners left its Western Copper and Gold share count unchanged in Q1 2026.
  • Western Copper and Gold made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #992 holding.
  • Strategic Wealth Partners first reported a position in Western Copper and Gold in Q4 2025 and has held it in 2 quarters since.
  • Strategic Wealth Partners's Western Copper and Gold position peaked at $6.67K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Western Copper and Gold as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.