WMA
WRN

Wealth Management Associates’s Western Copper and Gold WRN Stock Holding History

Wealth Management Associates’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 		$554K Buy
218,830
+13,330
+6% +$41.6K 0.19% 108
2025
Q4 		$549K Buy
205,500
+137,600
+203% +$318K 0.19% 95
2025
Q3 		$134K Buy
67,900
+4,500
+7% +$6.41K 0.05% 227
2025
Q2 		$79.3K Buy
63,400
+19,000
+43% +$22.1K 0.03% 217
2025
Q1 		$50.4K Buy
44,400
+7,800
+21% +$8.34K 0.02% 210
2024
Q4 		$38.4K Buy
36,600
+13,000
+55% +$14.8K 0.02% 210
2024
Q3 		$28.3K Buy
23,600
+2,000
+9% +$2.3K 0.01% 209
2024
Q2 		$24.8K Hold
21,600
– – 0.01% 204
2024
Q1 		$24.8K Buy
21,600
+10,200
+89% +$12.7K 0.01% 204
2023
Q4 		$15.2K Sell
11,400
-2,700
-19% -$3.44K 0.01% 198
2023
Q3 		$19.2K Hold
14,100
– – 0.01% 190
2023
Q2 		$21.6K Buy
14,100
+2,500
+22% +$4.2K 0.01% 190
2023
Q1 		$21.2K Buy
11,600
+1,600
+16% +$2.78K 0.01% 192
2022
Q4 		$17.8K Buy
+10,000
New +$15.3K 0.01% 186

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

Wealth Management Associates's WRN Position: Q1 2026 in Review

Wealth Management Associates increased its Western Copper and Gold (WRN) stake by 6.5% in Q1 2026, buying an estimated $41.6K and bringing the position to 218,830 shares worth $554K. The position accounts for 0.19% of the portfolio, ranked #108.

Wealth Management Associates first reported a position in WRN in Q4 2022 and has held it in 14 quarters since. 86 funds tracked by Wall St. Rank hold WRN as of Q1 2026.

  • Wealth Management Associates held 218,830 shares of Western Copper and Gold worth $554K as of Q1 2026.
  • Wealth Management Associates bought 13,330 Western Copper and Gold shares in Q1 2026, an estimated $41.6K.
  • Western Copper and Gold made up 0.19% of Wealth Management Associates's portfolio in Q1 2026, its #108 holding.
  • Wealth Management Associates first reported a position in Western Copper and Gold in Q4 2022 and has held it in 14 quarters since.
  • 86 funds tracked by Wall St. Rank held Western Copper and Gold as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.