AssetMark Inc

AssetMark Inc’s Westlake Corp WLK Stock Holding History

AssetMark Inc’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	$5.14K	Buy	44 +5	+13%	+$485	﹤0.01%	2556
2025 Q4	$2.88K	Sell	39 -55	-59%	-$3.91K	﹤0.01%	2661
2025 Q3	$7.24K	Buy	94 +19	+25%	+$1.58K	﹤0.01%	2224
2025 Q2	$5.7K	Buy	75 +15	+25%	+$1.23K	﹤0.01%	2097
2025 Q1	$6K	Buy	60 +56	+1,400%	+$6.2K	﹤0.01%	1952
2024 Q4	$459	Sell	4 -5	-56%	-$651	﹤0.01%	2387
2024 Q3	$1.35K	Buy	+9	New	+$1.29K	﹤0.01%	1945
2018 Q1	–	Sell	-61	Closed	-$7K	–	2030
2017 Q4	$7K	Buy	+61	New	+$5.65K	﹤0.01%	1187
2014 Q3	–	Sell	-6	Closed	-$1K	–	519
2014 Q2	$1K	Sell	6 -4,440	-100%	-$332K	﹤0.01%	475
2014 Q1	$294K	Buy	4,446 +14	+0.3%	+$890	0.01%	341
2013 Q4	$271K	Buy	4,432 +46	+1%	+$2.58K	0.01%	343
2013 Q3	$230K	Buy	+4,386	New	+$224K	0.01%	339

Other funds holding WLK

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

Capital World Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

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

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

Wellington Management Group

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return