Sweeney & Michel’s Western Copper and Gold WRN Stock Holding History

Sweeney & Michel’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 Q3	$133K	Hold	60,219	–	–	0.04%	166
2026 Q2	$145K	Sell	60,219 -1,000	-2%	-$2.7K	0.04%	164
2026 Q1	$174K	Sell	61,219 -12,000	-16%	-$37.5K	0.05%	144
2025 Q4	$239K	Sell	73,219 -5,975	-8%	-$13.8K	0.07%	134
2025 Q3	$174K	Buy	79,194 +3,000	+4%	+$4.27K	0.06%	137
2025 Q2	$101K	Hold	76,194	–	–	0.04%	130
2025 Q1	$69.3K	Buy	+76,194	New	+$81.5K	0.03%	118
2024 Q3	$93.8K	Hold	78,194	–	–	0.04%	120
2024 Q2	$92.3K	Hold	78,194	–	–	0.04%	111
2024 Q1	$118K	Buy	+78,194	New	+$97.4K	0.05%	109
2023 Q3	$103K	Hold	83,194	–	–	0.05%	105
2023 Q2	$121K	Hold	83,194	–	–	0.06%	101
2023 Q1	$131K	Buy	+83,194	New	+$144K	0.07%	101

Other funds holding WRN

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Global Strategic Management San Juan, Puerto Rico $132M AUM 21.45% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Louisbourg Investments Dieppe, New Brunswick, Canada $545M AUM 16.23% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Sweeney & Michel's WRN Position: Q3 2026 in Review

Sweeney & Michel held its Western Copper and Gold (WRN) position steady in Q3 2026 at 60,219 shares worth $133K. The position accounts for 0.04% of the portfolio, ranked #166.

Sweeney & Michel first reported a position in WRN in Q1 2023 and has held it in 13 quarters since. The position peaked at $239K in Q4 2025. 9 funds tracked by Wall St. Rank hold WRN as of Q3 2026.

Sweeney & Michel held 60,219 shares of Western Copper and Gold worth $133K as of Q3 2026.
Sweeney & Michel left its Western Copper and Gold share count unchanged in Q3 2026.
Western Copper and Gold made up 0.04% of Sweeney & Michel's portfolio in Q3 2026, its #166 holding.
Sweeney & Michel first reported a position in Western Copper and Gold in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's Western Copper and Gold position peaked at $239K in Q4 2025.
9 funds tracked by Wall St. Rank held Western Copper and Gold as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.