NewGen Asset Management’s West Fraser Timber WFG Stock Holding History

NewGen Asset 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
2023 Q4	–	Sell	-75,000	Closed	-$5.44M	–	33
2023 Q3	$5.44M	Buy	+75,000	New	+$5.9M	3.87%	11
2023 Q2	–	Sell	-50,000	Closed	-$3.56M	–	35
2023 Q1	$3.56M	Buy	+50,000	New	+$3.84M	1.38%	24
2022 Q3	–	Sell	-200,000	Closed	-$15.3M	–	31
2022 Q2	$15.3M	Buy	+200,000	New	+$16.9M	9.73%	4
2021 Q4	–	Sell	-125,000	Closed	-$10.5M	–	37
2021 Q3	$10.5M	Hold	125,000	–	–	5.91%	5
2021 Q2	$8.96M	Hold	125,000	–	–	3.38%	12
2021 Q1	$9M	Buy	+125,000	New	+$8.4M	3.72%	8

Other funds holding WFG

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

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

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

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

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NewGen Asset Management's WFG Position: Q1 2026 in Review

NewGen Asset Management opened a new position in West Fraser Timber (WFG) in Q1 2026: 100,000 shares worth $6.53M. The stake represents 2.52% of the portfolio and ranks #12 among its holdings. This is a return to the name: NewGen Asset Management previously reported a position in WFG as recently as Q3 2023.

NewGen Asset Management first reported a position in WFG in Q1 2021 and has held it in 5 quarters since. The position peaked at $12M in Q1 2021. 173 funds tracked by Wall St. Rank hold WFG as of Q1 2026.

NewGen Asset Management held 100,000 shares of West Fraser Timber worth $6.53M as of Q1 2026.
West Fraser Timber was a new NewGen Asset Management position in Q1 2026.
West Fraser Timber made up 2.52% of NewGen Asset Management's portfolio in Q1 2026, its #12 holding.
NewGen Asset Management first reported a position in West Fraser Timber in Q1 2021 and has held it in 5 quarters since.
NewGen Asset Management's West Fraser Timber position peaked at $12M in Q1 2021.
173 funds tracked by Wall St. Rank held West Fraser Timber as of Q1 2026.

Based on NewGen Asset Management's 13F filing for Q1 2026, filed 8 May 2026.