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West Fraser Timber Co. Ltd.

WFG Materials
$71.08 +$3.83 (5.70%)
Market Cap: $5.56 B
Gurus Holding
5
Popularity Rank
#1849
% of Shares Held
3.72%
Net Activity (Q2 2026)
+$47.68 M

Guru Ownership Trend

Guru Analysis for West Fraser Timber Co. Ltd. (WFG)

West Fraser Timber Co. Ltd. (WFG), a key player in the Materials sector, continues to attract institutional attention.

As of Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $207.26 M.

Top institutional holders include Donald Smith & Co and Manning & Napier Group.

Institutional sentiment is currently Bullish. This is evidenced by a $47.68 M net inflow during the quarter.

Recent activity highlights Manning & Napier Group who increased their stake by 350.5%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 63.5%.

Recent Activity Breakdown (Q2 2026)

+$57.51 M
Total Buy Value
New Buys 0
Additions 1
-$9.82 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
1

FAQs for West Fraser Timber Co. Ltd. (WFG)

Major holders include Donald Smith & Co ($110.33 M), Manning & Napier Group ($73.91 M), Manning & Napier Group ($12.51 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 2.92 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $47.68 M, with 1 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited WFG. The total reported sell value was $9.82 M.

Yes, 0 managers opened new positions in WFG, and 1 increased their existing holdings. The total reported buy value was $57.51 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.95% Reduce -4.3% 1,629,983 $110.33 M Q2 2026
0.95% Add 350.5% 1,091,402 $73.91 M Q2 2026
0.16% Reduce -23.7% 184,803 $12.51 M Q2 2026
0.00% Reduce -63.5% 6,500 $439,985 Q2 2026
0.00% Reduce -53.1% 3,166 $214,097 Q2 2026
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