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 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

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

Sweeney & Michel's WRN Position: Q1 2026 in Review

Sweeney & Michel reduced its Western Copper and Gold (WRN) stake by 16% in Q1 2026, selling an estimated $37.5K and leaving 61,219 shares worth $174K. The position accounts for 0.05% of the portfolio, ranked #144.

Sweeney & Michel first reported a position in WRN in Q1 2023 and has held it in 11 quarters since. The position peaked at $239K in Q4 2025. 86 funds tracked by Wall St. Rank hold WRN as of Q1 2026.

Sweeney & Michel held 61,219 shares of Western Copper and Gold worth $174K as of Q1 2026.
Sweeney & Michel sold 12,000 Western Copper and Gold shares in Q1 2026, an estimated $37.5K.
Western Copper and Gold made up 0.05% of Sweeney & Michel's portfolio in Q1 2026, its #144 holding.
Sweeney & Michel first reported a position in Western Copper and Gold in Q1 2023 and has held it in 11 quarters since.
Sweeney & Michel's Western Copper and Gold position peaked at $239K in Q4 2025.
86 funds tracked by Wall St. Rank held Western Copper and Gold as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.