CoreCap Advisors’s Westlake Corp WLK Stock Holding History

CoreCap 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 Q3	$1.99K	Buy	32 +8	+33%	+$593	﹤0.01%	2500
2026 Q2	$1.75K	Hold	24	–	–	﹤0.01%	2573
2026 Q1	$2.8K	Hold	24	–	–	﹤0.01%	2329
2025 Q4	$1.77K	Buy	24 +19	+380%	+$1.35K	﹤0.01%	2503
2025 Q3	$385	Hold	5	–	–	﹤0.01%	2603
2025 Q2	$380	Sell	5 -158	-97%	-$12.9K	﹤0.01%	2549
2025 Q1	$16.3K	Buy	163 +40	+33%	+$4.43K	﹤0.01%	1626
2024 Q4	$14.1K	Hold	123	–	–	﹤0.01%	1651
2024 Q3	$18.5K	Buy	+123	New	+$17.7K	﹤0.01%	1595
2024 Q2	–	Sell	-133	Closed	-$20.3K	–	2600
2024 Q1	$20.3K	Buy	+133	New	+$18.7K	﹤0.01%	1474
2022 Q4	$12.6K	Buy	+123	New	+$12.4K	﹤0.01%	1469
2022 Q3	–	Sell	-513	Closed	-$50K	–	2108
2022 Q2	$50K	Buy	+513	New	+$62.8K	﹤0.01%	941

Other funds holding WLK

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

CoreCap Advisors's WLK Position: Q3 2026 in Review

CoreCap Advisors increased its Westlake Corp (WLK) stake by 33% in Q3 2026, buying an estimated $593 and bringing the position to 32 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

CoreCap Advisors first reported a position in WLK in Q2 2022 and has held it in 12 quarters since. The position peaked at $50K in Q2 2022. 10 funds tracked by Wall St. Rank hold WLK as of Q3 2026.

CoreCap Advisors held 32 shares of Westlake Corp worth $1.99K as of Q3 2026.
CoreCap Advisors bought 8 Westlake Corp shares in Q3 2026, an estimated $593.
Westlake Corp made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2500 holding.
CoreCap Advisors first reported a position in Westlake Corp in Q2 2022 and has held it in 12 quarters since.
CoreCap Advisors's Westlake Corp position peaked at $50K in Q2 2022.
10 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.