Position in WRN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$782,656
-$227,826 QoQ
Shares Held
349,400
-12.5% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#22
of 90 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WRN Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Lido Advisors, LLC holds $10,637,567 across 9 Other Industrial Metals & Mining names. WRN ranks #3 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIO |
Rio Tinto PLC
|
63,692 | $6,046,279 | |
| 2 | BHP |
BHP Group Ltd
|
31,626 | $2,634,762 | |
| 3 | WRN |
Western Copper & Gold Corp
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|
349,400 | $782,656 | |
| 4 | MP |
MP Materials Corp. / DE
|
7,653 | $428,644 | |
| 5 | XPL |
Solitario Resources Corp.
|
511,377 | $383,532 | |
| 6 | USAS |
Americas Gold & Silver Corp
|
33,000 | $155,760 | |
| 7 | LAR |
Lithium Argentina AG
|
10,252 | $84,784 | |
| 8 | NVA |
Nova Minerals Corp
|
17,000 | $80,240 |
All Filings in WRN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $782,656 | 349,400 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||