Timber Stocks
Top 10 of 32 WOOD holdings, updated
As of 12 October 2026, timber stocks are losing ground: still ahead of the S&P 500 over the longer run, but behind over the past month. WOOD trails the S&P 500 by 8.0 points over one month and ranks #93 of 115 groups Zensei tracks. 2 of the 4 timber stocks Zensei prices in WOOD beat the fund this month.
Where timber stocks stand now
As of 12 October 2026, Timber & Forestry (WOOD) ranks #93 of the 115 groups Zensei tracks by one-month return against the S&P 500. It is losing its lead. It built a 3.5-point advantage over the S&P 500 across the longer, time-shifted window, but over the past month it has slipped 8.0 points behind the market — the Cooling quadrant of the rotation map.
On the shorter tape, WOOD's momentum is weakening: the intraday trend that carried the move is cooling across the shorter windows. WOOD's relative-strength line has broken below its long-term average — the long-term outperformance trend is no longer intact. Both signals point the same direction here: the market is not rewarding this group on either horizon.
The exposure comes via iShares Global Timber & Forestry ETF, whose 32 tracked holdings are led by Suzano SA, Weyerhaeuser Co and Nine Dragons Paper (Holdings) Ltd. The thing to watch from here is whether this is a pause or a handoff: cooling groups sometimes reset and reclaim leadership, but a deepening one-month deficit usually means rotation has moved on.
As of , these are the largest timber stocks in WOOD by fund weight, and the strongest over the past month. Size and recent return are measurements, not recommendations.
Top timber stocks by fund weight
Ranked by largest share of WOOD
- 1Suzano SA7.7%
- 2Weyerhaeuser CoWY7.5%
- 3Nine Dragons Paper (Holdings) Ltd5.4%
- 4Svenska Cellulosa AB5.3%
- 5Holmen AB4.9%
Best timber stocks this month
Ranked by one-month return, among the holdings Zensei prices
- 1Smurfit Westrock PLCSW−5.0%
- 2Rayonier IncRYN−5.4%
- 3Sylvamo CorpSLVM−10.3%
- 4Weyerhaeuser CoWY−14.1%
Timber Stocks vs the S&P 500
Over the week to 12 October 2026, WOOD rose 0.6% while the S&P 500 rose 0.4%. The table compares WOOD and SPY (the S&P 500) over every window Zensei tracks. The spread is the difference: positive means WOOD won that window.
Prices as of · computed from daily adjusted closes · how we measure
Timber & Forestry on the rotation map, against the 11 broad S&P 500 sectors. Vertical: 1-month spread vs the S&P 500. Horizontal: the longer, time-shifted window.
Are timber stocks expensive?
Under half of the weight in WOOD has a positive P/E, so a fund P/E would not describe the fund. Zensei shows a fund P/E from 50% coverage. Compare with every sector and theme: P/E ratio by sector.
WOOD holdings: the timber stocks inside
This list covers the 32 largest timber stocks in WOOD, heaviest first; the 10 largest show their returns where Zensei has a price. As of 12 October 2026, 2 of the 4 timber stocks Zensei prices in WOOD beat the fund over the past month. 0 of them beat the S&P 500. The strongest is Smurfit Westrock PLC (SW); the weakest is Weyerhaeuser Co (WY). Inside the fund, the holdings split between winners and losers.
| # | Holding | Weight | 1M | 3M | vs fund 1M | Momentum | RS health |
|---|---|---|---|---|---|---|---|
| 1 | Suzano SA | 7.7% | — | — | No price data | ||
| 2 | WYWeyerhaeuser Co | 7.5% | −14.1% | −18.4% | −8.2 pts | Weak | Broken |
| 3 | Nine Dragons Paper (Holdings) Ltd | 5.4% | — | — | No price data | ||
| 4 | Svenska Cellulosa AB | 5.3% | — | — | No price data | ||
| 5 | Holmen AB | 4.9% | — | — | No price data | ||
| 6 | West Fraser Timber Co.Ltd | 4.7% | — | — | No price data | ||
| 7 | Shandong Sunpaper Co Ltd | 4.7% | — | — | No price data | ||
| 8 | OJI Holdings Corp | 4.5% | — | — | No price data | ||
| 9 | Mondi PLC | 4.5% | — | — | No price data | ||
| 10 | SLVMSylvamo Corp | 4.4% | −10.3% | −19.4% | −4.4 pts | Weak | Broken |
All 32 WOOD holdings by weight: Suzano SA 7.7%, Weyerhaeuser Co (WY) 7.5%, Nine Dragons Paper (Holdings) Ltd 5.4%, Svenska Cellulosa AB 5.3%, Holmen AB 4.9%, West Fraser Timber Co.Ltd 4.7%, Shandong Sunpaper Co Ltd 4.7%, OJI Holdings Corp 4.5%, Mondi PLC 4.5%, Sylvamo Corp (SLVM) 4.4%, Smurfit Westrock PLC (SW) 4.3%, Upm-Kymmene OYJ 4.3%, Nippon Paper Industries Co Ltd 4.2%, Stora Enso OYJ 4.2%, Rayonier Inc (RYN) 4.1%, Sumitomo Forestry Co Ltd 4.0%, SCG Packaging PCL Nvdr 4.0%, Cnh/Usd Purchased 2.9%, Empresas Cmpc SA 2.6%, Billerud AB 2.3%, The Navigator Co SA 2.0%, Sappi Ltd 1.9%, Dexco SA 1.8%, PT Indah Kiat Pulp & Paper TBK 1.8%, Sek/Usd Purchased 0.1%, Eur/Usd Purchased 0.0%, Cad/Usd Purchased 0.0%, Hkd/Usd Purchased 0.0%, Gbp/Usd Purchased 0.0%, Jpy/Usd Purchased 0.0%, Clp/Usd Purchased 0.0%, Brl/Usd Purchased 0.0%.
Timber Stocks: common questions
Timber stocks list: which stocks are in WOOD?
As of 12 October 2026, this page lists the 32 largest timber stocks in WOOD, from the fund's published holdings. The three largest by fund weight are Suzano SA (7.7%), Weyerhaeuser Co (WY, 7.5%) and Nine Dragons Paper (Holdings) Ltd (5.4%). Each one shows its fund weight; the 10 largest also show their one-month and three-month returns where Zensei has a price.
What are the best timber stocks this month?
As of 12 October 2026, ranked by one-month return, the three strongest timber stocks in WOOD are Smurfit Westrock PLC (SW, −5.0%), Rayonier Inc (RYN, −5.4%) and Sylvamo Corp (SLVM, −10.3%). All three fell over the month; they fell the least. This ranks past return only; it does not forecast the next month.
What are the top 3 timber stocks?
As of 12 October 2026, the three largest timber stocks in WOOD by fund weight are Suzano SA (7.7%), Weyerhaeuser Co (WY, 7.5%) and Nine Dragons Paper (Holdings) Ltd (5.4%). Fund weight shows size inside the fund, not a recommendation.
Which timber stocks are beating the sector?
As of 12 October 2026, 2 of the 4 timber stocks Zensei prices in WOOD beat the fund over the past month. The strongest over the past month is Smurfit Westrock PLC (SW). The table above shows the largest holdings with their weights and returns.
Which ETF holds timber stocks?
Several ETFs hold timber stocks. Zensei tracks the group through WOOD, the iShares Global Timber & Forestry ETF. As of 12 October 2026, Zensei has the 32 largest timber stocks from its published holdings, and the 10 largest make up 53.5% of the fund.
Are timber stocks outperforming the S&P 500?
No. As of 12 October 2026, WOOD trails the S&P 500 by 8.0 points over the past month.
What is WOOD?
WOOD is iShares Global Timber & Forestry ETF. Zensei uses it to measure timber stocks against the S&P 500 (SPY).
What stocks does WOOD own?
As of 12 October 2026, the largest of the 32 positions Zensei tracks in WOOD are Suzano SA, Weyerhaeuser Co, Nine Dragons Paper (Holdings) Ltd, Svenska Cellulosa AB, Holmen AB. Each position measured against the fund, with momentum and relative strength, is part of Zensei Premium.
What quadrant is timber & forestry in right now?
As of 12 October 2026, timber & forestry is in the Cooling quadrant — still ahead over the longer window, but behind the market over the past month. The Zensei methodology page explains the quadrants.
Recent changes
- ·First tracked: losing ground
Related sectors
Track timber & forestry against the whole market
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