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West Fraser Timber Co. Ltd.

WFG Materials
$74.7 $-0.96 (-1.27%)
Market Cap: $5.86 B
Gurus Holding
6
Popularity Rank
#1412
% of Shares Held
4.61%
Net Activity (Q3 2025)
+$52.52 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 Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $269.98 M.

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

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $52.52 M net inflow during the quarter.

Recent activity highlights Donald Smith & Co who opened a new position. Conversely, Manning & Napier Group reduced exposure by 81.5%.

Recent Activity Breakdown (Q3 2025)

+$55.07 M
Total Buy Value
New Buys 1
Additions 2
-$2.55 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
2
Net Buyers
3

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

Major holders include Manning & Napier Group ($92.43 M), Donald Smith & Co ($91.01 M), Manning & Napier Group ($18.97 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 3.61 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $52.52 M, with 3 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited WFG. The total reported sell value was $2.55 M.

Yes, 1 managers opened new positions in WFG, and 2 increased their existing holdings. The total reported buy value was $55.07 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.20% Reduce -9.5% 1,512,477 $92.43 M Q4 2025
1.70% New Buy 1,489,342 $91.01 M Q4 2025
0.25% Reduce -81.5% 309,921 $18.97 M Q4 2025
0.05% Reduce -9.8% 264,974 $18.02 M Q3 2025
0.00% Add 4.1% 27,900 $1.9 M Q3 2025
0.00% New Buy 9,600 $652,728 Q3 2025
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