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 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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CAM

Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return

WCA

Waratah Capital Advisors Toronto, Ontario, Canada $2.94B AUM 66.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sweeney & Michel's WRN Position: Q2 2026 in Review

Sweeney & Michel reduced its Western Copper and Gold (WRN) stake by 1.6% in Q2 2026, selling an estimated $2.7K and leaving 60,219 shares worth $145K. The position accounts for 0.04% of the portfolio, ranked #164.

Sweeney & Michel first reported a position in WRN in Q1 2023 and has held it in 12 quarters since. The position peaked at $239K in Q4 2025. 90 funds tracked by Wall St. Rank hold WRN as of Q2 2026.

Sweeney & Michel held 60,219 shares of Western Copper and Gold worth $145K as of Q2 2026.
Sweeney & Michel sold 1,000 Western Copper and Gold shares in Q2 2026, an estimated $2.7K.
Western Copper and Gold made up 0.04% of Sweeney & Michel's portfolio in Q2 2026, its #164 holding.
Sweeney & Michel first reported a position in Western Copper and Gold in Q1 2023 and has held it in 12 quarters since.
Sweeney & Michel's Western Copper and Gold position peaked at $239K in Q4 2025.
90 funds tracked by Wall St. Rank held Western Copper and Gold as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.