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Cetera Trust Company’s Westlake Corp WLK Stock Holding History

Cetera Trust Company’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
-40
Closed -$3.04K – 366
2025
Q2 		$3.04K Hold
40
– – ﹤0.01% 353
2025
Q1 		$4K Hold
40
– – ﹤0.01% 357
2024
Q4 		$4.59K Hold
40
– – ﹤0.01% 362
2024
Q3 		$6.01K Hold
40
– – ﹤0.01% 351
2024
Q2 		$5.79K Hold
40
– – ﹤0.01% 354
2024
Q1 		$6.11K Hold
40
– – ﹤0.01% 356
2023
Q4 		$5.6K Buy
+40
New +$5.08K ﹤0.01% 359

Other funds holding WLK

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Associates
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cetera Trust Company's WLK Position: Q3 2025 in Review

Cetera Trust Company sold out of Westlake Corp (WLK) in Q3 2025, closing a stake of 40 shares — an estimated $3.04K sold.

Cetera Trust Company first reported a position in WLK in Q4 2023 and held it in 7 quarters. The position peaked at $6.11K in Q1 2024. 305 funds tracked by Wall St. Rank hold WLK as of Q3 2025.

  • Cetera Trust Company reported no remaining Westlake Corp position as of Q3 2025 after selling out during the quarter.
  • Cetera Trust Company sold 40 Westlake Corp shares in Q3 2025, an estimated $3.04K.
  • Cetera Trust Company first reported a position in Westlake Corp in Q4 2023 and held it in 7 quarters.
  • Cetera Trust Company's Westlake Corp position peaked at $6.11K in Q1 2024.
  • 305 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2025.

Based on Cetera Trust Company's 13F filing for Q3 2025, filed 13 Nov 2025.