CoreCommodity Management’s West Fraser Timber WFG Stock Holding History

CoreCommodity Management’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 Q2	$817K	Sell	12,092 -31,493	-72%	-$2.05M	0.16%	75
2026 Q1	$2.84M	Buy	43,585 +7,789	+22%	+$525K	0.53%	26
2025 Q4	$2.19M	Buy	35,796 +2,188	+7%	+$137K	0.46%	27
2025 Q3	$2.28M	Sell	33,608 -14,424	-30%	-$1.05M	0.41%	34
2025 Q2	$3.52M	Buy	48,032 +36,396	+313%	+$2.71M	0.58%	25
2025 Q1	$895K	Sell	11,636 -9,324	-44%	-$767K	0.15%	98
2024 Q4	$1.81M	Buy	20,960 +6,576	+46%	+$616K	0.35%	51
2024 Q3	$1.4M	Sell	14,384 -22,016	-60%	-$1.89M	0.26%	65
2024 Q2	$2.79M	Sell	36,400 -8,300	-19%	-$659K	1.08%	33
2024 Q1	$3.86M	Sell	44,700 -48,500	-52%	-$3.97M	1.38%	18
2023 Q4	$8M	Buy	93,200 +11,600	+14%	+$859K	2.38%	3
2023 Q3	$5.94M	Buy	81,600 +31,500	+63%	+$2.48M	1.99%	6
2023 Q2	$4.31M	Buy	+50,100	New	+$3.78M	1.27%	23

Other funds holding WFG

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LBA

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

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CoreCommodity Management's WFG Position: Q2 2026 in Review

CoreCommodity Management reduced its West Fraser Timber (WFG) stake by 72% in Q2 2026, selling an estimated $2.05M and leaving 12,092 shares worth $817K. The position accounts for 0.16% of the portfolio, ranked #75.

CoreCommodity Management first reported a position in WFG in Q2 2023 and has held it in 13 quarters since. The position peaked at $8M in Q4 2023. 168 funds tracked by Wall St. Rank hold WFG as of Q2 2026.

CoreCommodity Management held 12,092 shares of West Fraser Timber worth $817K as of Q2 2026.
CoreCommodity Management sold 31,493 West Fraser Timber shares in Q2 2026, an estimated $2.05M.
West Fraser Timber made up 0.16% of CoreCommodity Management's portfolio in Q2 2026, its #75 holding.
CoreCommodity Management first reported a position in West Fraser Timber in Q2 2023 and has held it in 13 quarters since.
CoreCommodity Management's West Fraser Timber position peaked at $8M in Q4 2023.
168 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2026.

Based on CoreCommodity Management's 13F filing for Q2 2026, filed 14 Aug 2026.