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 Q2	$527K	Buy	235,155 +16,325	+7%	+$44K	0.15%	125
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

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

Wealth Management Associates's WRN Position: Q2 2026 in Review

Wealth Management Associates increased its Western Copper and Gold (WRN) stake by 7.5% in Q2 2026, buying an estimated $44K and bringing the position to 235,155 shares worth $527K. The position accounts for 0.15% of the portfolio, ranked #125.

Wealth Management Associates first reported a position in WRN in Q4 2022 and has held it in 15 quarters since. The position peaked at $554K in Q1 2026. 90 funds tracked by Wall St. Rank hold WRN as of Q2 2026.

Wealth Management Associates held 235,155 shares of Western Copper and Gold worth $527K as of Q2 2026.
Wealth Management Associates bought 16,325 Western Copper and Gold shares in Q2 2026, an estimated $44K.
Western Copper and Gold made up 0.15% of Wealth Management Associates's portfolio in Q2 2026, its #125 holding.
Wealth Management Associates first reported a position in Western Copper and Gold in Q4 2022 and has held it in 15 quarters since.
Wealth Management Associates's Western Copper and Gold position peaked at $554K in Q1 2026.
90 funds tracked by Wall St. Rank held Western Copper and Gold as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.