Jeff Yass’s West Fraser Timber WFG Stock Holding History

Jeff Yass’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	$300K	Sell	4,432 -18,011	-80%	-$1.17M	﹤0.01%	11042
2026 Q1	$1.47M	Buy	+22,443	New	+$1.51M	﹤0.01%	6950
2025 Q3	–	Sell	-10,765	Closed	-$786K	–	14047
2025 Q2	$789K	Buy	10,765 +402	+4%	+$29.9K	﹤0.01%	8051
2025 Q1	$797K	Buy	+10,363	New	+$852K	﹤0.01%	7832
2024 Q4	–	Sell	-5,785	Closed	-$542K	–	13357
2024 Q3	$563K	Buy	5,785 +1,768	+44%	+$152K	﹤0.01%	8180
2024 Q2	$309K	Sell	4,017 -1,802	-31%	-$143K	﹤0.01%	9375
2024 Q1	$503K	Sell	5,819 -3,021	-34%	-$247K	﹤0.01%	8506
2023 Q4	$757K	Buy	8,840 +4,161	+89%	+$308K	﹤0.01%	7677
2023 Q3	$339K	Buy	+4,679	New	+$368K	﹤0.01%	9093
2022 Q4	–	Sell	-9,433	Closed	-$719K	–	13815
2022 Q3	$682K	Sell	9,433 -62,907	-87%	-$5.46M	﹤0.01%	7640
2022 Q2	$5.55M	Buy	72,340 +42,863	+145%	+$3.61M	﹤0.01%	3016
2022 Q1	$2.43M	Buy	+29,477	New	+$2.77M	﹤0.01%	5041
2021 Q3	–	Sell	-8,913	Closed	-$664K	–	13678
2021 Q2	$639K	Buy	+8,913	New	+$685K	﹤0.01%	8967

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

Jeff Yass's WFG Position: Q2 2026 in Review

Jeff Yass reduced its West Fraser Timber (WFG) stake by 80% in Q2 2026, selling an estimated $1.17M and leaving 4,432 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #11042.

Jeff Yass first reported a position in WFG in Q2 2021 and has held it in 13 quarters since. The position peaked at $5.55M in Q2 2022. 168 funds tracked by Wall St. Rank hold WFG as of Q2 2026.

Jeff Yass held 4,432 shares of West Fraser Timber worth $300K as of Q2 2026.
Jeff Yass sold 18,011 West Fraser Timber shares in Q2 2026, an estimated $1.17M.
West Fraser Timber made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11042 holding.
Jeff Yass first reported a position in West Fraser Timber in Q2 2021 and has held it in 13 quarters since.
Jeff Yass's West Fraser Timber position peaked at $5.55M in Q2 2022.
168 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.