UBS Group
WRN

UBS Group’s Western Copper and Gold WRN Stock Holding History

UBS Group’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 		$583K Buy
230,500
+177,458
+335% +$554K ﹤0.01% 5975
2025
Q4 		$142K Sell
53,042
-52,079
-50% -$120K ﹤0.01% 6745
2025
Q3 		$207K Buy
105,121
+104,342
+13,394% +$149K ﹤0.01% 6648
2025
Q2 		$974 Sell
779
-9,996
-93% -$11.6K ﹤0.01% 9696
2025
Q1 		$12.2K Buy
10,775
+5,467
+103% +$5.85K ﹤0.01% 8507
2024
Q4 		$5.57K Sell
5,308
-21,170
-80% -$24.1K ﹤0.01% 8637
2024
Q3 		$31.8K Buy
26,478
+26,336
+18,546% +$30.3K ﹤0.01% 7100
2024
Q2 		$163 Sell
142
-7,981
-98% -$11.2K ﹤0.01% 9102
2024
Q1 		$12.4K Buy
8,123
+7,646
+1,603% +$9.52K ﹤0.01% 7139
2023
Q4 		$635 Buy
477
+195
+69% +$248 ﹤0.01% 8566
2023
Q3 		$385 Buy
282
+102
+57% +$151 ﹤0.01% 8530
2023
Q2 		$276 Sell
180
-1,970
-92% -$3.31K ﹤0.01% 8339
2023
Q1 		$3.94K Sell
2,150
-3,524
-62% -$6.12K ﹤0.01% 8259
2022
Q4 		$10.1K Buy
5,674
+1,972
+53% +$3.02K ﹤0.01% 8571
2022
Q3 		$5K Buy
3,702
+3,552
+2,368% +$4.71K ﹤0.01% 9240
2022
Q2 		$0 Hold
150
– – ﹤0.01% 11013
2022
Q1 		$0 Hold
150
– – ﹤0.01% 10972
2021
Q4 		$0 Sell
150
-14,262
-99% -$21.7K ﹤0.01% 10765
2021
Q3 		$21K Buy
14,412
+9,014
+167% +$15.8K ﹤0.01% 7118
2021
Q2 		$11K Buy
5,398
+5,248
+3,499% +$9.63K ﹤0.01% 7984
2021
Q1 		$0 Hold
150
– – ﹤0.01% 9537
2020
Q4 		$0 Hold
150
– – ﹤0.01% 8812
2020
Q3 		$0 Hold
150
– – ﹤0.01% 8450
2020
Q2 		$0 Sell
150
-5,718
-97% -$4.04K ﹤0.01% 8410
2020
Q1 		$2K Buy
5,868
+5,622
+2,285% +$3.37K ﹤0.01% 7656
2019
Q4 		$0 Hold
246
– – ﹤0.01% 8449
2019
Q3 		$0 Sell
246
-3,269
-93% -$2.25K ﹤0.01% 8289
2019
Q2 		$2K Buy
3,515
+3,365
+2,243% +$1.86K ﹤0.01% 7640
2019
Q1 		$0 Sell
150
-1,009
-87% -$642 ﹤0.01% 8216
2018
Q4 		$0 Buy
1,159
+1,009
+673% +$578 ﹤0.01% 8338
2018
Q3 		$0 Hold
150
– – ﹤0.01% 8305
2018
Q2 		$0 Sell
150
-9,767
-98% -$8.44K ﹤0.01% 8298
2018
Q1 		$8K Buy
9,917
+9,767
+6,511% +$8.77K ﹤0.01% 7018
2017
Q4 		$0 Sell
150
-622,214
-100% -$630K ﹤0.01% 8135
2017
Q3 		$722K Sell
622,364
-111,274
-15% -$132K ﹤0.01% 3952
2017
Q2 		$748K Buy
733,638
+124,103
+20% +$135K ﹤0.01% 3839
2017
Q1 		$798K Buy
609,535
+600,884
+6,946% +$824K ﹤0.01% 3712
2016
Q4 		$12K Buy
8,651
+4,975
+135% +$4.54K ﹤0.01% 6829
2016
Q3 		$3K Buy
+3,676
New +$3.12K ﹤0.01% 7307
2016
Q1 		– Sell
-17,173
Closed -$5K – 8242
2015
Q4 		$5K Buy
17,173
+9,432
+122% +$2.61K ﹤0.01% 7708
2015
Q3 		$2K Sell
7,741
-12,895
-62% -$4.47K ﹤0.01% 8107
2015
Q2 		$9K Sell
20,636
-93,743
-82% -$43.3K ﹤0.01% 7553
2015
Q1 		$51K Sell
114,379
-30,121
-21% -$15.7K ﹤0.01% 6028
2014
Q4 		$84K Buy
+144,500
New +$80.6K ﹤0.01% 5889

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

UBS Group's WRN Position: Q1 2026 in Review

UBS Group increased its Western Copper and Gold (WRN) stake by 335% in Q1 2026, buying an estimated $554K and bringing the position to 230,500 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #5975.

UBS Group first reported a position in WRN in Q4 2014 and has held it in 44 quarters since. The position peaked at $798K in Q1 2017. 86 funds tracked by Wall St. Rank hold WRN as of Q1 2026.

  • UBS Group held 230,500 shares of Western Copper and Gold worth $583K as of Q1 2026.
  • UBS Group bought 177,458 Western Copper and Gold shares in Q1 2026, an estimated $554K.
  • Western Copper and Gold made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5975 holding.
  • UBS Group first reported a position in Western Copper and Gold in Q4 2014 and has held it in 44 quarters since.
  • UBS Group's Western Copper and Gold position peaked at $798K in Q1 2017.
  • 86 funds tracked by Wall St. Rank held Western Copper and Gold as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.