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 Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $203.25 M.
Top institutional holders include Donald Smith & Co and Manning & Napier Group.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $76.85 M net inflow during the quarter.
Recent activity highlights Manning & Napier Group who increased their stake by 371.9%. Conversely, Cliff Asness reduced exposure by 91.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for West Fraser Timber Co. Ltd. (WFG)
Major holders include Donald Smith & Co ($111.18 M), Manning & Napier Group ($95.49 M), Manning & Napier Group ($15.77 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 3.43 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $76.85 M, with 2 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited WFG. The total reported sell value was $12.34 M.
Yes, 0 managers opened new positions in WFG, and 2 increased their existing holdings. The total reported buy value was $89.19 M.