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Donald Smith & Co’s West Fraser Timber WFG Stock Holding History

Donald Smith & Co’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 		$110M Sell
1,629,983
-72,831
-4% -$4.75M 1.95% 23
2026
Q1 		$111M Buy
1,702,814
+213,472
+14% +$14.4M 2% 23
2025
Q4 		$91M Buy
+1,489,342
New +$93.2M 1.7% 27

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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Donald Smith & Co's WFG Position: Q2 2026 in Review

Donald Smith & Co reduced its West Fraser Timber (WFG) stake by 4.3% in Q2 2026, selling an estimated $4.75M and leaving 1,629,983 shares worth $110M. The position accounts for 1.95% of the portfolio, ranked #23.

Donald Smith & Co first reported a position in WFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $111M in Q1 2026. 168 funds tracked by Wall St. Rank hold WFG as of Q2 2026.

  • Donald Smith & Co held 1,629,983 shares of West Fraser Timber worth $110M as of Q2 2026.
  • Donald Smith & Co sold 72,831 West Fraser Timber shares in Q2 2026, an estimated $4.75M.
  • West Fraser Timber made up 1.95% of Donald Smith & Co's portfolio in Q2 2026, its #23 holding.
  • Donald Smith & Co first reported a position in West Fraser Timber in Q4 2025 and has held it in 3 quarters since.
  • Donald Smith & Co's West Fraser Timber position peaked at $111M in Q1 2026.
  • 168 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2026.

Based on Donald Smith & Co's 13F filing for Q2 2026, filed 11 Aug 2026.