Capstone Investment Advisors’s West Fraser Timber WFG Stock Holding History

Capstone Investment Advisors’s Portfolio WFG Stock Details WFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$686K	Buy	+10,500	New	+$708K	﹤0.01%	1000
2025 Q3	–	Sell	-9,728	Closed	-$713K	–	2097
2025 Q2	$713K	Buy	+9,728	New	+$723K	﹤0.01%	981
2024 Q3	–	Sell	-3,976	Closed	-$306K	–	2234
2024 Q2	$306K	Buy	+3,976	New	+$316K	﹤0.01%	1577

Other funds holding WFG

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capstone Investment Advisors's WFG Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in West Fraser Timber (WFG) in Q1 2026: 10,500 shares worth $686K. The stake represents ﹤0.01% of the portfolio and ranks #1000 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in WFG as recently as Q2 2025.

Capstone Investment Advisors first reported a position in WFG in Q2 2024 and has held it in 3 quarters since. The position peaked at $713K in Q2 2025. 173 funds tracked by Wall St. Rank hold WFG as of Q1 2026.

Capstone Investment Advisors held 10,500 shares of West Fraser Timber worth $686K as of Q1 2026.
West Fraser Timber was a new Capstone Investment Advisors position in Q1 2026.
West Fraser Timber made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1000 holding.
Capstone Investment Advisors first reported a position in West Fraser Timber in Q2 2024 and has held it in 3 quarters since.
Capstone Investment Advisors's West Fraser Timber position peaked at $713K in Q2 2025.
173 funds tracked by Wall St. Rank held West Fraser Timber as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.