CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Westlake Corp WLK Stock Holding History

CAPTRUST Financial 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
2026
Q2 		$590K Buy
+8,087
New +$790K ﹤0.01% 2059
2025
Q3 		– Sell
-4,129
Closed -$314K – 2728
2025
Q2 		$314K Buy
4,129
+903
+28% +$73.9K ﹤0.01% 2024
2025
Q1 		$323K Buy
3,226
+10
+0.3% +$1.11K ﹤0.01% 1895
2024
Q4 		$369K Buy
3,216
+21
+0.7% +$2.73K ﹤0.01% 1784
2024
Q3 		$480K Buy
3,195
+17
+0.5% +$2.45K ﹤0.01% 1595
2024
Q2 		$460K Sell
3,178
-22
-0.7% -$3.38K ﹤0.01% 1549
2024
Q1 		$489K Sell
3,200
-1,211
-27% -$171K ﹤0.01% 1493
2023
Q4 		$617K Sell
4,411
-210
-5% -$26.7K ﹤0.01% 1587
2023
Q3 		$576K Sell
4,621
-332
-7% -$42.6K ﹤0.01% 1559
2023
Q2 		$592K Buy
4,953
+637
+15% +$72.9K ﹤0.01% 1529
2023
Q1 		$501K Buy
4,316
+79
+2% +$9.12K ﹤0.01% 1408
2022
Q4 		$434K Sell
4,237
-310
-7% -$31.2K ﹤0.01% 1411
2022
Q3 		$395K Sell
4,547
-732
-14% -$70.2K ﹤0.01% 1372
2022
Q2 		$517K Sell
5,279
-345
-6% -$42.3K ﹤0.01% 1130
2022
Q1 		$694K Buy
5,624
+4,823
+602% +$526K ﹤0.01% 998
2021
Q4 		$78K Buy
801
+146
+22% +$14.2K ﹤0.01% 2348
2021
Q3 		$60K Sell
655
-842
-56% -$72.1K ﹤0.01% 2458
2021
Q2 		$135K Sell
1,497
-100
-6% -$9.71K ﹤0.01% 1795
2021
Q1 		$142K Buy
1,597
+1,572
+6,288% +$136K ﹤0.01% 1721
2020
Q4 		$2K Hold
25
– – ﹤0.01% 3165
2020
Q3 		$2K Sell
25
-225
-90% -$13.3K ﹤0.01% 2816
2020
Q2 		$13K Buy
+250
New +$11.5K ﹤0.01% 2106

Other funds holding WLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CAPTRUST Financial Advisors's WLK Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Westlake Corp (WLK) in Q2 2026: 8,087 shares worth $590K. The stake represents ﹤0.01% of the portfolio and ranks #2059 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in WLK as recently as Q2 2025.

CAPTRUST Financial Advisors first reported a position in WLK in Q2 2020 and has held it in 22 quarters since. The position peaked at $694K in Q1 2022. 359 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

  • CAPTRUST Financial Advisors held 8,087 shares of Westlake Corp worth $590K as of Q2 2026.
  • Westlake Corp was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Westlake Corp made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2059 holding.
  • CAPTRUST Financial Advisors first reported a position in Westlake Corp in Q2 2020 and has held it in 22 quarters since.
  • CAPTRUST Financial Advisors's Westlake Corp position peaked at $694K in Q1 2022.
  • 359 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.