Institute for Wealth Management’s West Fraser Timber WFG Stock Holding History

Institute for 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	$40	Buy	+1	New	+$65	﹤0.01%	1747
2023 Q3	–	Sell	-2,690	Closed	-$231K	–	480
2023 Q2	$231K	Buy	+2,690	New	+$203K	0.04%	413
2023 Q1	–	Sell	-3,106	Closed	-$225K	–	470
2022 Q4	$225K	Sell	3,106 -105	-3%	-$8.01K	0.05%	403
2022 Q3	$233K	Sell	3,211 -4,107	-56%	-$356K	0.05%	388
2022 Q2	$562K	Buy	7,318 +3,936	+116%	+$332K	0.11%	248
2022 Q1	$279K	Sell	3,382 -104	-3%	-$9.77K	0.05%	444
2021 Q4	$332K	Sell	3,486 -516	-13%	-$44.6K	0.05%	355
2021 Q3	$337K	Buy	4,002 +319	+9%	+$23.8K	0.06%	343
2021 Q2	$264K	Buy	3,683 +421	+13%	+$32.4K	0.05%	402
2021 Q1	$235K	Buy	+3,262	New	+$219K	0.04%	409

Other funds holding WFG

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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 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 New York $1.15T AUM 47.82% 1-Year Est. Return

Institute for Wealth Management's WFG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in West Fraser Timber (WFG) in Q2 2026: 1 share worth $40. The stake represents ﹤0.01% of the portfolio and ranks #1747 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in WFG as recently as Q2 2023.

Institute for Wealth Management first reported a position in WFG in Q1 2021 and has held it in 10 quarters since. The position peaked at $562K in Q2 2022. 167 funds tracked by Wall St. Rank hold WFG as of Q2 2026.

Institute for Wealth Management held 1 share of West Fraser Timber worth $40 as of Q2 2026.
West Fraser Timber was a new Institute for Wealth Management position in Q2 2026.
West Fraser Timber made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1747 holding.
Institute for Wealth Management first reported a position in West Fraser Timber in Q1 2021 and has held it in 10 quarters since.
Institute for Wealth Management's West Fraser Timber position peaked at $562K in Q2 2022.
167 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.