Envestnet Portfolio Solutions’s West Fraser Timber WFG Stock Holding History

Envestnet Portfolio Solutions’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 Q3	–	Sell	-3,018	Closed	-$221K	–	1585
2025 Q2	$221K	Sell	3,018 -474	-14%	-$35.2K	﹤0.01%	1465
2025 Q1	$268K	Sell	3,492 -472	-12%	-$38.8K	﹤0.01%	1347
2024 Q4	$343K	Buy	3,964 +555	+16%	+$52K	﹤0.01%	1434
2024 Q3	$332K	Sell	3,409 -1,376	-29%	-$118K	﹤0.01%	1393
2024 Q2	$368K	Buy	+4,785	New	+$380K	﹤0.01%	1266

Other funds holding WFG

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 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

Envestnet Portfolio Solutions's WFG Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of West Fraser Timber (WFG) in Q3 2025, closing a stake of 3,018 shares — an estimated $221K sold.

Envestnet Portfolio Solutions first reported a position in WFG in Q2 2024 and held it in 5 quarters. The position peaked at $368K in Q2 2024. 177 funds tracked by Wall St. Rank hold WFG as of Q3 2025.

Envestnet Portfolio Solutions reported no remaining West Fraser Timber position as of Q3 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 3,018 West Fraser Timber shares in Q3 2025, an estimated $221K.
Envestnet Portfolio Solutions first reported a position in West Fraser Timber in Q2 2024 and held it in 5 quarters.
Envestnet Portfolio Solutions's West Fraser Timber position peaked at $368K in Q2 2024.
177 funds tracked by Wall St. Rank held West Fraser Timber as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.