Cetera Investment Advisers
WLK icon

Cetera Investment Advisers’s Westlake Corp WLK Stock Holding History

Cetera Investment Advisers’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 		$458K Buy
3,921
+767
+24% +$74.4K ﹤0.01% 3594
2025
Q4 		$233K Sell
3,154
-1,527
-33% -$109K ﹤0.01% 4128
2025
Q3 		$361K Buy
4,681
+331
+8% +$27.6K ﹤0.01% 3668
2025
Q2 		$330K Buy
4,350
+1,320
+44% +$108K ﹤0.01% 3320
2025
Q1 		$303K Buy
3,030
+23
+0.8% +$2.55K ﹤0.01% 3258
2024
Q4 		$345K Buy
3,007
+136
+5% +$17.7K ﹤0.01% 2989
2024
Q3 		$431K Sell
2,871
-4,741
-62% -$682K ﹤0.01% 2768
2024
Q2 		$1.1M Buy
7,612
+4,364
+134% +$670K ﹤0.01% 2002
2024
Q1 		$496K Buy
+3,248
New +$457K ﹤0.01% 2611

Other funds holding WLK

OAG
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
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
BIP
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return