Position in WRN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,010,482
-$377,918 QoQ
Shares Held
399,400
-23.2% QoQ
Ownership
0.177%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Lido Advisors, LLC holds $7,394,561 across 9 Other Industrial Metals & Mining names. WRN ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIO |
Rio Tinto PLC
|
48,268 | $4,502,920 | |
| 2 | WRN |
Western Copper & Gold Corp
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|
399,400 | $1,010,482 | |
| 3 | XPL |
Solitario Resources Corp.
|
864,319 | $708,741 | |
| 4 | BHP |
BHP Group Ltd
|
7,838 | $570,135 | |
| 5 | MP |
MP Materials Corp. / DE
|
4,170 | $201,244 | |
| 6 | USAS |
Americas Gold & Silver Corp
|
33,000 | $172,260 | |
| 7 | NVA |
Nova Minerals Corp
|
17,000 | $99,790 | |
| 8 | LAR |
Lithium Argentina AG
|
10,430 | $69,672 |
All Filings in WRN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,010,482 | 399,400 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,388,400 | 520,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,084,812 | 550,666 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $688,332 | 550,666 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $627,759 | 550,666 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $578,440 | 550,896 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||