Ritholtz Wealth Management’s West Fraser Timber WFG Stock Holding History

Ritholtz 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
2025 Q3	–	Sell	-3,438	Closed	-$252K	–	1121
2025 Q2	$252K	Sell	3,438 -2,504	-42%	-$186K	0.01%	851
2025 Q1	$457K	Sell	5,942 -545	-8%	-$44.8K	0.01%	618
2024 Q4	$561K	Sell	6,487 -107	-2%	-$10K	0.02%	531
2024 Q3	$642K	Sell	6,594 -830	-11%	-$71.1K	0.02%	496
2024 Q2	$571K	Sell	7,424 -1,034	-12%	-$82.1K	0.02%	479
2024 Q1	$731K	Sell	8,458 -2,089	-20%	-$171K	0.03%	437
2023 Q4	$903K	Sell	10,547 -3,850	-27%	-$285K	0.04%	351
2023 Q3	$1.04M	Sell	14,397 -2,772	-16%	-$218K	0.05%	267
2023 Q2	$1.48M	Buy	17,169 +12,657	+281%	+$955K	0.07%	196
2023 Q1	$321K	Buy	+4,512	New	+$347K	0.02%	502

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

Ritholtz Wealth Management's WFG Position: Q3 2025 in Review

Ritholtz Wealth Management sold out of West Fraser Timber (WFG) in Q3 2025, closing a stake of 3,438 shares — an estimated $252K sold.

Ritholtz Wealth Management first reported a position in WFG in Q1 2023 and held it in 10 quarters. The position peaked at $1.48M in Q2 2023. 177 funds tracked by Wall St. Rank hold WFG as of Q3 2025.

Ritholtz Wealth Management reported no remaining West Fraser Timber position as of Q3 2025 after selling out during the quarter.
Ritholtz Wealth Management sold 3,438 West Fraser Timber shares in Q3 2025, an estimated $252K.
Ritholtz Wealth Management first reported a position in West Fraser Timber in Q1 2023 and held it in 10 quarters.
Ritholtz Wealth Management's West Fraser Timber position peaked at $1.48M in Q2 2023.
177 funds tracked by Wall St. Rank held West Fraser Timber as of Q3 2025.

Based on Ritholtz Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.