Appian Way Asset Management’s Westlake Corp WLK Stock Holding History

Appian Way Asset Management’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
2025 Q2	–	Sell	-7,165	Closed	-$717K	–	37
2025 Q1	$717K	Sell	7,165 -8,007	-53%	-$887K	0.16%	27
2024 Q4	$1.74M	Sell	15,172 -50,446	-77%	-$6.56M	0.36%	28
2024 Q3	$9.86M	Buy	65,618 +16,778	+34%	+$2.41M	2.22%	14
2024 Q2	$7.07M	Sell	48,840 -115,779	-70%	-$17.8M	1.81%	16
2024 Q1	$25.2M	Buy	+164,619	New	+$23.2M	6.6%	6
2023 Q2	–	Sell	-253,283	Closed	-$29.4M	–	36
2023 Q1	$29.4M	Buy	253,283 +104,583	+70%	+$12.1M	9.82%	4
2022 Q4	$15.2M	Buy	+148,700	New	+$15M	5.31%	9
2022 Q2	–	Sell	-16,000	Closed	-$1.97M	–	49
2022 Q1	$1.97M	Buy	+16,000	New	+$1.74M	0.9%	25
2021 Q2	–	Sell	-41,333	Closed	-$3.67M	–	65
2021 Q1	$3.67M	Sell	41,333 -30,575	-43%	-$2.65M	1.87%	19
2020 Q4	$5.87M	Buy	+71,908	New	+$5.37M	2.87%	8
2020 Q2	–	Sell	-26,246	Closed	-$1M	–	70
2020 Q1	$1M	Buy	+26,246	New	+$1.48M	0.73%	36

Other funds holding WLK

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIP

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Appian Way Asset Management's WLK Position: Q2 2025 in Review

Appian Way Asset Management sold out of Westlake Corp (WLK) in Q2 2025, closing a stake of 7,165 shares — an estimated $717K sold.

Appian Way Asset Management first reported a position in WLK in Q1 2020 and held it in 11 quarters. The position peaked at $29.4M in Q1 2023. 305 funds tracked by Wall St. Rank hold WLK as of Q2 2025.

Appian Way Asset Management reported no remaining Westlake Corp position as of Q2 2025 after selling out during the quarter.
Appian Way Asset Management sold 7,165 Westlake Corp shares in Q2 2025, an estimated $717K.
Appian Way Asset Management first reported a position in Westlake Corp in Q1 2020 and held it in 11 quarters.
Appian Way Asset Management's Westlake Corp position peaked at $29.4M in Q1 2023.
305 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2025.

Based on Appian Way Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.