AF
WLK icon

Allworth Financial’s Westlake Corp WLK Stock Holding History

Allworth Financial’s Portfolio WLK Stock Details WLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$223K Buy
3,054
+1,353
+80% +$132K ﹤0.01% 1424
2026
Q1 		$199K Buy
1,701
+263
+18% +$25.5K ﹤0.01% 1403
2025
Q4 		$106K Sell
1,438
-4
-0.3% -$285 ﹤0.01% 1718
2025
Q3 		$111K Buy
1,442
+33
+2% +$2.75K ﹤0.01% 1629
2025
Q2 		$107K Buy
1,409
+487
+53% +$39.8K ﹤0.01% 1505
2025
Q1 		$87.4K Buy
922
+537
+139% +$59.5K ﹤0.01% 1292
2024
Q4 		$45.3K Buy
385
+379
+6,317% +$49.3K ﹤0.01% 1625
2024
Q3 		$902 Hold
6
– – ﹤0.01% 3261
2024
Q2 		$874 Hold
6
– – ﹤0.01% 3207
2024
Q1 		$917 Sell
6
-4
-40% -$563 ﹤0.01% 3108
2023
Q4 		$1.4K Buy
+10
New +$1.27K ﹤0.01% 2831
2023
Q2 		– Sell
-4
Closed -$464 – 3396
2023
Q1 		$464 Buy
+4
New +$462 ﹤0.01% 2856
2022
Q4 		– Sell
-5
Closed – – 3218
2022
Q3 		$0 Hold
5
– – ﹤0.01% 3147
2022
Q2 		$0 Sell
5
-217
-98% -$26.6K ﹤0.01% 2862
2022
Q1 		$27K Buy
+222
New +$24.2K ﹤0.01% 1132

Other funds holding WLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allworth Financial's WLK Position: Q2 2026 in Review

Allworth Financial increased its Westlake Corp (WLK) stake by 80% in Q2 2026, buying an estimated $132K and bringing the position to 3,054 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Allworth Financial first reported a position in WLK in Q1 2022 and has held it in 15 quarters since. 358 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

  • Allworth Financial held 3,054 shares of Westlake Corp worth $223K as of Q2 2026.
  • Allworth Financial bought 1,353 Westlake Corp shares in Q2 2026, an estimated $132K.
  • Westlake Corp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1424 holding.
  • Allworth Financial first reported a position in Westlake Corp in Q1 2022 and has held it in 15 quarters since.
  • 358 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.