Creative Planning’s West Fraser Timber WFG Stock Holding History

Creative Planning’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
2025 Q4	–	Sell	-8,627	Closed	-$586K	–	4128
2025 Q3	$586K	Buy	8,627 +1,092	+14%	+$79.7K	﹤0.01%	2571
2025 Q2	$552K	Buy	7,535 +3,576	+90%	+$266K	﹤0.01%	2376
2025 Q1	$305K	Sell	3,959 -3,913	-50%	-$322K	﹤0.01%	2742
2024 Q4	$681K	Buy	7,872 +813	+12%	+$76.2K	﹤0.01%	1947
2024 Q3	$687K	Buy	7,059 +2,901	+70%	+$249K	﹤0.01%	1832
2024 Q2	$320K	Buy	4,158 +1,800	+76%	+$143K	﹤0.01%	2293
2024 Q1	$204K	Buy	+2,358	New	+$193K	﹤0.01%	2558

Other funds holding WFG

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

MNA

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Creative Planning's WFG Position: Q4 2025 in Review

Creative Planning sold out of West Fraser Timber (WFG) in Q4 2025, closing a stake of 8,627 shares — an estimated $586K sold.

Creative Planning first reported a position in WFG in Q1 2024 and held it in 7 quarters. The position peaked at $687K in Q3 2024. 158 funds tracked by Wall St. Rank hold WFG as of Q4 2025.

Creative Planning reported no remaining West Fraser Timber position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 8,627 West Fraser Timber shares in Q4 2025, an estimated $586K.
Creative Planning first reported a position in West Fraser Timber in Q1 2024 and held it in 7 quarters.
Creative Planning's West Fraser Timber position peaked at $687K in Q3 2024.
158 funds tracked by Wall St. Rank held West Fraser Timber as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.