Western Copper and Gold

WRN • AMEX

Western Copper and Gold is a industrial materials company in the basic materials sector on AMEX, led by Paul West-Sells, with a market cap of $519.3M. As of Q3 2025, 13% of shares are held by 59 institutional investors, with FMR LLC as the largest holder at 2.81%.

Chief Executive OfficerPaul West-Sells

Market Cap$519.3M

Industrial Materials

Basic Materials

Employees13.0

Websitewesterncopperandgold.com

Overview

Overview of institutional ownership in WRN as of Q3 2025 with a market cap of $397.2M

All Institutions

Institutions: 59
Value Held: $53.1M
Shares Held: 26.9M
Avg Position: $899.9K
Median Position: $97.2K

Hedge Funds

Hedge Funds: 3
Value Held: $572.8K
Shares Held: 290.6K
Avg Position: $190.9K
Median Position: $43.2K

Ownership Breakdown

Institutional (non-HF)

13.22%

$52.5M

Hedge Funds

0.144%

$572.8K

Retail & Other

86.63%

$344.2M

Based on market cap of $397.2M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in WRN as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
FMR LLC Institution	-	$11.3M 0.00% of portfolio	2.81% 5.7M shares	Q4 2020 Held for 4y 11m	$1.92T
FRANKLIN RESOURCES INC Institution	Gregory E. Johnson CEO	$9.1M 0.00% of portfolio	2.27% 4.6M shares	Q4 2020 Held for 4y 11m	$395.36B
CLARET ASSET MANAGEMENT Corp RIA/Wealth	Monique Elizabeth Milford Gravel CEO	$7.3M 0.89% of portfolio	1.83% 3.7M shares	Q2 2019 Held for 6y 5m	$817.2M
Toroso Investments, LLC ETF Provider	Guillermo Trias CEO	$6.6M 0.03% of portfolio	1.67% 3.4M shares	Q4 2024 Held for 11 months	$23.2B
R ROYAL BANK OF CANADA Institution	-	$2.9M 0.00% of portfolio	0.73% 1.5M shares	Q3 2016 Held for 9y 2m	$542.04B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$1.9M 0.00% of portfolio	0.49% 989.6K shares	Q2 2020 Held for 5y 5m	$1.33T
MACKENZIE FINANCIAL CORP Long Only Manager	Joseph Luke Gregoire Gould CEO	$1.9M 0.00% of portfolio	0.48% 970.1K shares	Q1 2022 Held for 3y 8m	$82.7B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$1.7M 0.00% of portfolio	0.42% 849.5K shares	Q2 2024 Held for 1y 5m	$691.34B
R Russell Investments Group, Ltd. RIA/Wealth	Harry Leslie Russell President	$1.4M 0.00% of portfolio	0.35% 699.6K shares	Q4 2020 Held for 4y 11m	$87.9B
Lido Advisors, LLC RIA/Wealth	Jason Jay Ozur CEO	$1.1M 0.00% of portfolio	0.27% 550.7K shares	Q4 2024 Held for 11 months	$24.2B

Net Capital Flow

Institutional buying and selling activity for WRN in Q3 2025

Traded: +$1.0M
Buyers: 33
Sellers: 14
Total Bought: +$7.8M
Total Sold: −$6.7M
Avg Position: $829.6K

Biggest Buyers

Institution	Net Bought	Current Position
BANK OF AMERICA CORP /DE/ Institution	+$1.7M +865.3K shares	$1.9M 989.6K shares
Toroso Investments, LLC ETF Provider	+$1.6M +833.3K shares	$6.6M 3.4M shares
MACKENZIE FINANCIAL CORP Long Only Manager	+$1.0M +510.0K shares	$1.9M 970.1K shares
P PenderFund Capital Management Ltd. Institution	+$631.6K +318.5K shares	$631.6K 318.5K shares
Marshall Wace LLP Institution	+$568.8K +288.7K shares	$568.8K 288.7K shares
R ROYAL BANK OF CANADA Institution	+$387.1K +196.5K shares	$2.9M 1.5M shares
Connor, Clark & Lunn Investment Management Ltd. Long Only Manager	+$236.1K +119.1K shares	$236.1K 119.1K shares
TORONTO DOMINION BANK Institution	+$213.6K +107.7K shares	$213.6K 107.7K shares
UBS Group AG Institution	+$205.6K +104.3K shares	$207.1K 105.1K shares
Euro Pacific Asset Management, LLC Long Only Manager	+$194.4K +98.7K shares	$770.9K 391.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
FMR LLC Institution	−$5.6M −2.8M shares	$11.3M 5.7M shares
FRANKLIN RESOURCES INC Institution	−$396.5K −200.0K shares	$9.1M 4.6M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$313.1K −158.9K shares	$43.2K 21.9K shares
MORGAN STANLEY RIA/Wealth	−$106.7K −54.1K shares	$536.5K 272.4K shares
S SBI Securities Co., Ltd. Institution	−$87.5K −44.4K shares	$97.2K 49.3K shares
X XTX Topco Ltd Institution	−$63.6K −50.9K shares	Sold Off 0 shares
Q Quadrature Capital Ltd Institution	−$59.1K −30.0K shares	$375.3K 190.6K shares
C Cubist Systematic Strategies, LLC Institution	−$38.6K −30.9K shares	Sold Off 0 shares
V Virtu Financial LLC Institution	−$21.6K −17.3K shares	Sold Off 0 shares
National Asset Management, Inc. RIA/Wealth	−$15.0K −12.0K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited WRN in Q3 2025

New Positions: 10
New Value: $1.4M
Exited Positions: 5
Exited Value: $140.6K

New Positions

Institution	Position Value
P PenderFund Capital Management Ltd. Institution	$631.6K 318.5K shares
Marshall Wace LLP Institution	$568.8K 288.7K shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	$70.3K 35.7K shares
D Dynamic Advisors Solutions LLC Institution	$58.1K 29.5K shares
Centiva Capital, LP Hedge Fund•Multi-Strategy	$30.9K 15.7K shares
J JONES FINANCIAL COMPANIES LLLP Institution	$29.7K 15.0K shares
L LPL Financial LLC Institution	$29.6K 15.0K shares
SRS Capital Advisors, Inc. RIA/Wealth	$11.8K 6.0K shares
Goss Wealth Management LLC RIA/Wealth	$3.2K 1.6K shares
MAI Wealth Advisors RIA/Wealth	$394.0 200.0 shares

Exited Positions

Institution	Previous Position
X XTX Topco Ltd Institution	$63.6K 50.9K shares
C Cubist Systematic Strategies, LLC Institution	$38.6K 30.9K shares
V Virtu Financial LLC Institution	$21.6K 17.3K shares
National Asset Management, Inc. RIA/Wealth	$15.0K 12.0K shares
A Advisor Group Holdings, Inc. Institution	$1.8K 1.5K shares

Options Activity

Institutions with the largest Call and Put options positions in WRN as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with WRN as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
CLARET ASSET MANAGEMENT Corp RIA/Wealth	Monique Elizabeth Milford Gravel CEO	0.89% $7.3M	1.83% 3.7M shares	Q2 2019 Held for 6y 5m	$817.2M
M Millstone Evans Group, LLC RIA/Wealth	Michele Renee Duvall President	0.36% $569.2K	0.14% 288.9K shares	Q4 2024 Held for 11 months	$157.3M
P PenderFund Capital Management Ltd. Institution	-	0.25% $631.6K	0.16% 318.5K shares	Q3 2025 Held for 2 months	$254.4M
Euro Pacific Asset Management, LLC Long Only Manager	James Ryan Nelson Managing Partner	0.12% $770.9K	0.19% 391.3K shares	Q3 2024 Held for 1y 2m	$670.2M
SWEENEY & MICHEL, LLC RIA/Wealth	Renee Ann Michel Managing Partner	0.06% $174.2K	0.04% 79.2K shares	Q1 2025 Held for 8 months	$297.5M
W Wealth Management Associates, Inc. RIA/Wealth	James Burroughs Johnston Managing Partner	0.05% $133.8K	0.03% 67.9K shares	Q4 2022 Held for 2y 11m	$281.8M
Toroso Investments, LLC ETF Provider	Guillermo Trias CEO	0.03% $6.6M	1.67% 3.4M shares	Q4 2024 Held for 11 months	$23.2B
Hurley Capital, LLC RIA/Wealth	Charles Howard Goldblum Managing Partner	0.01% $19.7K	0.00% 10.0K shares	Q2 2025 Held for 5 months	$167.4M
G GAMCO INVESTORS, INC. ET AL Institution	-	0.01% $853.4K	0.21% 433.2K shares	Q2 2021 Held for 4y 5m	$10.3B
T TWO SIGMA SECURITIES, LLC Institution	-	0.01% $53.9K	0.01% 27.3K shares	Q4 2024 Held for 11 months	$675.6M

Hedge Fund Spotlight

Discover hedge funds investing in WRN

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Western Copper and Gold

Market Value: $43.2K
Shares Held: 21.9K
Portfolio Weight: 0.00%
Owned Since: 2022-Q4

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%