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	–	2845
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

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

T. Rowe Price Associates

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

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

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

Fidelity Investments

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

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