Alpine Woods Capital Investors’s Westlake Corp WLK Stock Holding History

Alpine Woods Capital Investors’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 Q1	–	Sell	-8,989	Closed	-$665K	–	228
2025 Q4	$665K	Buy	+8,989	New	+$640K	0.16%	110
2016 Q4	–	Sell	-12,610	Closed	-$675K	–	456
2016 Q3	$675K	Hold	12,610	–	–	0.04%	286
2016 Q2	$541K	Hold	12,610	–	–	0.03%	293
2016 Q1	$584K	Hold	12,610	–	–	0.03%	288
2015 Q4	$685K	Sell	12,610 -1,890	-13%	-$110K	0.04%	287
2015 Q3	$752K	Sell	14,500 -200	-1%	-$11.7K	0.04%	287
2015 Q2	$1.01M	Hold	14,700	–	–	0.05%	254
2015 Q1	$1.06M	Buy	14,700 +3,000	+26%	+$192K	0.05%	252
2014 Q4	$715K	Buy	11,700 +5,500	+89%	+$374K	0.04%	282
2014 Q3	$537K	Buy	+6,200	New	+$561K	0.03%	330
2014 Q1	–	Sell	-10,200	Closed	-$623K	–	463
2013 Q4	$623K	Buy	10,200 +6,200	+155%	+$348K	0.04%	258
2013 Q3	$209K	Buy	+4,000	New	+$204K	0.01%	338

Other funds holding WLK

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alpine Woods Capital Investors's WLK Position: Q1 2026 in Review

Alpine Woods Capital Investors sold out of Westlake Corp (WLK) in Q1 2026, closing a stake of 8,989 shares — an estimated $665K sold.

Alpine Woods Capital Investors first reported a position in WLK in Q3 2013 and held it in 12 quarters. The position peaked at $1.06M in Q1 2015. 337 funds tracked by Wall St. Rank hold WLK as of Q1 2026.

Alpine Woods Capital Investors reported no remaining Westlake Corp position as of Q1 2026 after selling out during the quarter.
Alpine Woods Capital Investors sold 8,989 Westlake Corp shares in Q1 2026, an estimated $665K.
Alpine Woods Capital Investors first reported a position in Westlake Corp in Q3 2013 and held it in 12 quarters.
Alpine Woods Capital Investors's Westlake Corp position peaked at $1.06M in Q1 2015.
337 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.