Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s West Fraser Timber WFG Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
-264,974
Closed -$18M – 711
2025
Q3 		$18M Sell
264,974
-28,725
-10% -$2.1M 0.05% 179
2025
Q2 		$21.5M Sell
293,699
-93,002
-24% -$6.91M 0.06% 168
2025
Q1 		$29.7M Sell
386,701
-10,255
-3% -$844K 0.09% 141
2024
Q4 		$34.4M Sell
396,956
-105,467
-21% -$9.88M 0.11% 120
2024
Q3 		$49M Sell
502,423
-43,234
-8% -$3.7M 0.15% 90
2024
Q2 		$41.9M Sell
545,657
-11,789
-2% -$936K 0.14% 93
2024
Q1 		$48.2M Sell
557,446
-37,375
-6% -$3.06M 0.18% 84
2023
Q4 		$51.1M Buy
594,821
+15,448
+3% +$1.14M 0.23% 78
2023
Q3 		$42.2M Buy
579,373
+36,132
+7% +$2.84M 0.2% 92
2023
Q2 		$46.7M Buy
543,241
+27,941
+5% +$2.11M 0.22% 81
2023
Q1 		$36.7M Sell
515,300
-30,000
-6% -$2.31M 0.19% 105
2022
Q4 		$39.4M Buy
545,300
+33,300
+7% +$2.54M 0.21% 97
2022
Q3 		$37.2M Buy
512,000
+53,800
+12% +$4.67M 0.21% 84
2022
Q2 		$35.1M Buy
458,200
+152,400
+50% +$12.8M 0.19% 99
2022
Q1 		$25.2M Buy
305,800
+88,800
+41% +$8.34M 0.12% 162
2021
Q4 		$20.7M Buy
217,000
+101,800
+88% +$8.81M 0.1% 166
2021
Q3 		$9.7M Buy
+115,200
New +$8.59M 0.05% 251

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s WFG Position: Q4 2025 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of West Fraser Timber (WFG) in Q4 2025, closing a stake of 264,974 shares — an estimated $18M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in WFG in Q3 2021 and held it in 17 quarters. The position peaked at $51.1M in Q4 2023. 158 funds tracked by Wall St. Rank hold WFG as of Q4 2025.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining West Fraser Timber position as of Q4 2025 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 264,974 West Fraser Timber shares in Q4 2025, an estimated $18M.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in West Fraser Timber in Q3 2021 and held it in 17 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s West Fraser Timber position peaked at $51.1M in Q4 2023.
  • 158 funds tracked by Wall St. Rank held West Fraser Timber as of Q4 2025.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q4 2025, filed 17 Feb 2026.