Bellwether Advisors’s Westlake Corp WLK Stock Holding History

Bellwether Advisors’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 Q3	–	Sell	-13	Closed	-$987	–	576
2025 Q2	$987	Hold	13	–	–	﹤0.01%	532
2025 Q1	$1.3K	Hold	13	–	–	﹤0.01%	461
2024 Q4	$1.49K	Buy	+13	New	+$1.69K	﹤0.01%	463
2023 Q2	–	Sell	-13	Closed	-$1.51K	–	451
2023 Q1	$1.51K	Hold	13	–	–	﹤0.01%	354
2022 Q4	$1.33K	Hold	13	–	–	﹤0.01%	372
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	453
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	379
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	529
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	550
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	532
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	419
2021 Q1	$1K	Buy	+13	New	+$1.13K	﹤0.01%	390

Other funds holding WLK

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Dimensional Fund Advisors

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

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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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