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Dana Investment Advisors’s Westlake Corp WLK Stock Holding History

Dana Investment 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
Q1 		$2.22M Sell
18,965
-199
-1% -$19.3K 0.07% 288
2025
Q4 		$1.42M Sell
19,164
-33
-0.2% -$2.35K 0.04% 359
2025
Q3 		$1.48M Sell
19,197
-586
-3% -$48.8K 0.04% 348
2025
Q2 		$1.5M Sell
19,783
-183
-0.9% -$15K 0.05% 334
2025
Q1 		$2M Sell
19,966
-235
-1% -$26K 0.07% 280
2024
Q4 		$2.32M Sell
20,201
-2,628
-12% -$342K 0.08% 269
2024
Q3 		$3.43M Sell
22,829
-197
-0.9% -$28.3K 0.11% 213
2024
Q2 		$3.33M Sell
23,026
-593
-3% -$91.1K 0.11% 212
2024
Q1 		$3.61M Buy
+23,619
New +$3.33M 0.12% 216
2016
Q1 		– Sell
-1,805
Closed -$1.8K – 306
2015
Q4 		$1.8K Sell
1,805
-30,668
-94% -$1.78M 0.09% 140
2015
Q3 		$1.69M Buy
32,473
+706
+2% +$41.2K 0.08% 132
2015
Q2 		$2.18M Buy
31,767
+513
+2% +$37.3K 0.1% 127
2015
Q1 		$2.25M Sell
31,254
-2,054
-6% -$132K 0.11% 125
2014
Q4 		$2.04M Buy
33,308
+3,842
+13% +$262K 0.08% 130
2014
Q3 		$2.55M Sell
29,466
-1,264
-4% -$114K 0.15% 121
2014
Q2 		$2.57M Sell
30,730
-492
-2% -$36.8K 0.15% 117
2014
Q1 		$2.07M Buy
31,222
+198
+0.6% +$12.6K 0.13% 126
2013
Q4 		$1.89M Buy
31,024
+56
+0.2% +$3.15K 0.12% 127
2013
Q3 		$1.62M Buy
30,968
+2,138
+7% +$109K 0.12% 121
2013
Q2 		$1.39M Buy
+28,830
New +$1.3M 0.11% 132

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BlackRock
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T. Rowe Price Associates
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BIP
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Wellington Management Group
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VPM
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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