True Wealth Design’s West Fraser Timber WFG Stock Holding History

True Wealth Design’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	-9	Closed	-$612	–	2844
2025 Q3	$612	Buy	9 +3	+50%	+$219	﹤0.01%	1942
2025 Q2	$440	Buy	6 +1	+20%	+$74	﹤0.01%	1800
2025 Q1	$385	Buy	5 +1	+25%	+$82	﹤0.01%	1658
2024 Q4	$347	Sell	4 -41	-91%	-$3.84K	﹤0.01%	1150
2024 Q3	$4.38K	Sell	45 -10,151	-100%	-$870K	﹤0.01%	584
2024 Q2	$784K	Buy	10,196 +170	+2%	+$13.5K	0.19%	91
2024 Q1	$867K	Sell	10,026 -97	-1%	-$7.93K	0.22%	67
2023 Q4	$866K	Buy	10,123 +786	+8%	+$58.2K	0.24%	50
2023 Q3	$677K	Buy	9,337 +9,336	+933,600%	+$734K	0.23%	90
2023 Q2	$86	Hold	1	–	–	﹤0.01%	730
2023 Q1	$72	Hold	1	–	–	﹤0.01%	818
2022 Q4	$72	Buy	+1	New	+$76	﹤0.01%	759

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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 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

True Wealth Design's WFG Position: Q4 2025 in Review

True Wealth Design sold out of West Fraser Timber (WFG) in Q4 2025, closing a stake of 9 shares — an estimated $612 sold.

True Wealth Design first reported a position in WFG in Q4 2022 and held it in 12 quarters. The position peaked at $867K in Q1 2024. 158 funds tracked by Wall St. Rank hold WFG as of Q4 2025.

True Wealth Design reported no remaining West Fraser Timber position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 9 West Fraser Timber shares in Q4 2025, an estimated $612.
True Wealth Design first reported a position in West Fraser Timber in Q4 2022 and held it in 12 quarters.
True Wealth Design's West Fraser Timber position peaked at $867K in Q1 2024.
158 funds tracked by Wall St. Rank held West Fraser Timber as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.