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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bellwether Advisors's WLK Position: Q3 2025 in Review

Bellwether Advisors sold out of Westlake Corp (WLK) in Q3 2025, closing a stake of 13 shares — an estimated $987 sold.

Bellwether Advisors first reported a position in WLK in Q1 2021 and held it in 12 quarters. The position peaked at $1.51K in Q1 2023. 305 funds tracked by Wall St. Rank hold WLK as of Q3 2025.

Bellwether Advisors reported no remaining Westlake Corp position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 13 Westlake Corp shares in Q3 2025, an estimated $987.
Bellwether Advisors first reported a position in Westlake Corp in Q1 2021 and held it in 12 quarters.
Bellwether Advisors's Westlake Corp position peaked at $1.51K in Q1 2023.
305 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.