Position in WRN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$369,040
-$33,862 QoQ
Shares Held
164,750
+3.5% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1
of 7 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WRN Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Prospera Financial Services Inc holds $5,890,638 across 8 Other Industrial Metals & Mining names. WRN ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIO |
Rio Tinto PLC
|
22,108 | $2,098,712 | |
| 2 | BHP |
BHP Group Ltd
|
16,782 | $1,398,108 | |
| 3 | VALE |
Vale S.A.
|
89,613 | $1,347,779 | |
| 4 | MP |
MP Materials Corp. / DE
|
8,721 | $488,463 | |
| 5 | WRN |
Western Copper & Gold Corp
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|
164,750 | $369,040 | |
| 6 | LAR |
Lithium Argentina AG
|
10,214 | $84,469 | |
| 7 | LAC |
Lithium Americas Corp.
|
17,446 | $67,167 | |
| 8 | ATLX |
Atlas Lithium Corp
|
10,000 | $36,900 |
All Filings in WRN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,040 | 164,750 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $402,902 | 159,250 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $439,215 | 164,500 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $297,962 | 151,250 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $149,687 | 119,750 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $43,605 | 38,250 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,309 | 14,580 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $17,496 | 14,580 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $16,767 | 14,580 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $23,990 | 15,680 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||