WRN β€” WESTERN COPPER & GOLD CORP

Ownership history in Prospera Financial Services Inc  Β·  8 quarters on record

AI Ownership Summary

Prospera Financial Services Inc reported WESTERN COPPER & GOLD CORP (WRN) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows WRN at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WRN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prospera Financial Services Inc's position in WESTERN COPPER & GOLD CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WRN was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Prospera Financial Services Inc held WRN β€” position size vs. price
% of Fund (quarterly)    WRN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 159,250 -5,250 -3.2% 0.01% $403K 2026-04-14 $2.95
2025 Q4 ADDED 164,500 +13,250 +8.8% 0.01% $439K 2026-02-09 $3.35
2025 Q3 ADDED 151,250 +31,500 +26.3% 0.01% $298K 2025-11-06 $1.90
2025 Q2 ADDED 119,750 +81,500 +213.1% 0.00% $150K 2025-08-06 $1.24
2025 Q1 ADDED 38,250 +23,670 +162.3% 0.00% $43K 2025-05-15 $1.06
2024 Q4 UNCHANGED 14,580 β€” 0% 0.00% $15K 2025-02-13 $1.13
2024 Q3 UNCHANGED 14,580 β€” 0% 0.00% $17K 2024-11-07 $1.16
2024 Q2 INITIATED 14,580 β€” β€” 0.00% $17K 2024-08-13 $1.12

FAQ About Prospera Financial Services Inc and WRN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Prospera Financial Services Inc reported owning WRN?

Prospera Financial Services Inc reported WRN across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported WRN position in Prospera Financial Services Inc's portfolio?

The largest reported portfolio weight for WRN was 0.01% in 2025 Q4.

What is the latest reported WRN position on this page?

The most recent filing on this page is 2026 Q1, when Prospera Financial Services Inc reported 159,250 shares, equal to 0.01% of portfolio, with an estimated market value of $403K.

What does the chart on this WRN ownership page compare?

The chart compares Prospera Financial Services Inc's quarterly WRN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Prospera Financial Services Inc Holdings