Denali Advisors’s Westlake Corp WLK Stock Holding History

Denali 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
2025 Q2	–	Sell	-5,322	Closed	-$532K	–	314
2025 Q1	$532K	Sell	5,322 -100	-2%	-$11.1K	0.06%	226
2024 Q4	$622K	Hold	5,422	–	–	0.07%	215
2024 Q3	$815K	Buy	5,422 +100	+2%	+$14.4K	0.09%	199
2024 Q2	$771K	Sell	5,322 -603	-10%	-$92.6K	0.21%	107
2024 Q1	$905K	Hold	5,925	–	–	0.27%	88
2023 Q4	$829K	Buy	5,925 +200	+3%	+$25.4K	0.25%	92
2023 Q3	$714K	Buy	5,725 +1,403	+32%	+$180K	0.25%	105
2023 Q2	$516K	Buy	4,322 +303	+8%	+$34.7K	0.18%	136
2023 Q1	$466K	Sell	4,019 -2,281	-36%	-$263K	0.19%	117
2022 Q4	$646K	Hold	6,300	–	–	0.27%	92
2022 Q3	$547K	Buy	6,300 +1,654	+36%	+$159K	0.26%	97
2022 Q2	$455K	Buy	4,646 +2,389	+106%	+$293K	0.2%	108
2022 Q1	$279K	Buy	2,257 +1,593	+240%	+$174K	0.11%	146
2021 Q4	$64K	Sell	664 -4	-0.6%	-$390	0.02%	227
2021 Q3	$61K	Buy	668 +6	+0.9%	+$514	0.03%	179
2021 Q2	$60K	Buy	662 +200	+43%	+$19.4K	0.02%	172
2021 Q1	$41K	Sell	462 -18,866	-98%	-$1.64M	0.01%	236
2020 Q4	$1.58M	Buy	19,328 +28	+0.1%	+$2.09K	0.27%	120
2020 Q3	$1.22M	Sell	19,300 -6,700	-26%	-$396K	0.24%	123
2020 Q2	$1.4M	Buy	26,000 +4,700	+22%	+$216K	0.27%	118
2020 Q1	$813K	Sell	21,300 -20,500	-49%	-$1.15M	0.18%	127
2019 Q4	$2.93M	Buy	+41,800	New	+$2.81M	0.42%	68
2019 Q3	–	Sell	-21,300	Closed	-$1.48M	–	329
2019 Q2	$1.48M	Buy	+21,300	New	+$1.42M	0.22%	80
2018 Q4	–	Sell	-65,961	Closed	-$5.48M	–	276
2018 Q3	$5.48M	Sell	65,961 -36,800	-36%	-$3.6M	0.81%	43
2018 Q2	$11.1M	Buy	102,761 +8,500	+9%	+$953K	1.66%	27
2018 Q1	$10.5M	Sell	94,261 -14,700	-13%	-$1.64M	1.68%	23
2017 Q4	$11.6M	Buy	108,961 +21,300	+24%	+$1.97M	1.8%	19
2017 Q3	$7.28M	Sell	87,661 -5,100	-5%	-$375K	1.2%	38
2017 Q2	$6.14M	Sell	92,761 -111,666	-55%	-$7.09M	1%	39
2017 Q1	$13.5M	Sell	204,427 -27,989	-12%	-$1.77M	1.98%	17
2016 Q4	$13M	Sell	232,416 -105,300	-31%	-$5.75M	2.26%	8
2016 Q3	$18.1M	Sell	337,716 -4,184	-1%	-$202K	2.75%	6
2016 Q2	$14.7M	Buy	341,900 +291,400	+577%	+$13.3M	2.53%	8
2016 Q1	$2.34M	Sell	50,500 -26,800	-35%	-$1.22M	0.51%	66
2015 Q4	$4.2M	Buy	+77,300	New	+$4.48M	0.94%	40
2015 Q3	–	Sell	-1,100	Closed	-$75K	–	323
2015 Q2	$75K	Buy	+1,100	New	+$80K	0.02%	141
2015 Q1	–	Sell	-64,900	Closed	-$3.96M	–	287
2014 Q4	$3.96M	Buy	64,900 +500	+0.8%	+$34K	1.12%	38
2014 Q3	$5.58M	Sell	64,400 -1,300	-2%	-$118K	1.61%	20
2014 Q2	$5.5M	Buy	65,700 +12,700	+24%	+$951K	1.51%	22
2014 Q1	$3.51M	Buy	53,000 +31,200	+143%	+$1.98M	1.01%	36
2013 Q4	$1.33M	Buy	+21,800	New	+$1.22M	0.42%	76

Other funds holding WLK

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Denali Advisors's WLK Position: Q2 2025 in Review

Denali Advisors sold out of Westlake Corp (WLK) in Q2 2025, closing a stake of 5,322 shares — an estimated $532K sold.

Denali Advisors first reported a position in WLK in Q4 2013 and held it in 41 quarters. The position peaked at $18.1M in Q3 2016. 305 funds tracked by Wall St. Rank hold WLK as of Q2 2025.

Denali Advisors reported no remaining Westlake Corp position as of Q2 2025 after selling out during the quarter.
Denali Advisors sold 5,322 Westlake Corp shares in Q2 2025, an estimated $532K.
Denali Advisors first reported a position in Westlake Corp in Q4 2013 and held it in 41 quarters.
Denali Advisors's Westlake Corp position peaked at $18.1M in Q3 2016.
305 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2025.

Based on Denali Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.