WFG

WFG

WFG

Market Cap: $5.64B

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2022 Q2 Jun 30, 2022 Robotti Value Investors - - BLDR, LXU, OLN, WFG Building Products, Consolidation, energy, Housing, inflation, interest rates, Old Economy, value LXU
OLN
BLDR
WFG
2021 Q2 Jun 30, 2021 Robotti Value Investors - - SUBCY, WFG, WLK Capital Allocation, Chemicals, Consolidation, energy, free cash flow, Homebuilding, value SUBCY
WFG
WLK
2022 Q1 Mar 31, 2022 Robotti Value Investors - - AER, BLDR, CVCO, FTI, IFP.TO, LEGH, LPX, NOBH, OLN, SKY, SUBC.OL, WFG, WLK Chemicals, Consolidation, energy, Housing, Lumber, Old Economy, value

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 15, 2026 Fund Letters Robotti Value Investors West Fraser Timber Co. Ltd. Lumber & Wood Production Forest Products Bull New York Stock Exchange Building materials, consolidation, Cyclical, Forest Products, Lumber, OSB, Pricing power, Share Buybacks, Value
Jun 15, 2026 Fund Letters Robotti Value Investors West Fraser Lumber & Wood Production Forest Products Bull Toronto Stock Exchange Commodity Cycle, Forest Products, Free Cash Flow, industry consolidation, Lumber, OSB, Share Buyback, Value
Oct 6, 2025 Value Investors Club Par03 West Fraser Timber Co. Ltd. Materials Forest Products Bull NYSE Lumber, OSB, cyclical trough, housing starts, tariffs, mean reversion

BSD Shareholders of WFG

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
Donald G. Smith Donald Smith & Co. $5.3B $91.0M 1.70% 1,489,342 +1,489,342 +100.00% 1.6150%
Steven A. Cohen Point72 Asset Management $86.8B $1.4M 0.00% 23,570 +13,970 +145.52% 0.0256%
Bill Smead Smead Capital Management $4.8B $3.3M 0.07% 54,678 -65,700 -54.58% 0.0594%
Israel Englander Millennium Management LLC $233.2B $8.5M 0.00% 138,329 +135,235 +4370.88% 0.1500%
Bob Robotti Robotti & Co Advisors, LLC $710.5M $18.1M 2.55% 296,335 +3,111 +1.06% 0.3213%
David Siegel & John Overdeck Two Sigma Investments $67.5B $15.7M 0.02% 257,667 +79,103 +44.30% 0.2794%
Cliff Asness AQR Capital Management $190.6B $5.0M 0.00% 82,058 +82,058 +100.00% 0.0886%
Oliver Murray Brandes Investment $13.1B $725,865 0.01% 11,878 +11,878 +100.00% 0.0129%
Sunil Jagwani Key Group Holdings $1.9B $13.3M 0.69% 154,000 -153,000 -49.84% 0.2366%

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