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Diversify Wealth Management’s West Fraser Timber WFG Stock Holding History

Diversify Wealth 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 		$298K Sell
4,490
-972
-18% -$63.3K 0.01% 1056
2026
Q1 		$345K Buy
+5,462
New +$368K 0.01% 920

Other funds holding WFG

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Diversify Wealth Management's WFG Position: Q2 2026 in Review

Diversify Wealth Management reduced its West Fraser Timber (WFG) stake by 18% in Q2 2026, selling an estimated $63.3K and leaving 4,490 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #1056.

Diversify Wealth Management first reported a position in WFG in Q1 2026 and has held it in 2 quarters since. The position peaked at $345K in Q1 2026. 167 funds tracked by Wall St. Rank hold WFG as of Q2 2026.

  • Diversify Wealth Management held 4,490 shares of West Fraser Timber worth $298K as of Q2 2026.
  • Diversify Wealth Management sold 972 West Fraser Timber shares in Q2 2026, an estimated $63.3K.
  • West Fraser Timber made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1056 holding.
  • Diversify Wealth Management first reported a position in West Fraser Timber in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's West Fraser Timber position peaked at $345K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.