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Essential Partners’s Westlake Corp WLK Stock Holding History

Essential Partners’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 		$25.1K Sell
403
-693
-63% -$51.4K 0.01% 834
2026
Q2 		$80K Buy
1,096
+1,087
+12,078% +$106K 0.04% 480
2026
Q1 		$1.05K Buy
+9
New +$873 ﹤0.01% 2228
2025
Q3 		– Sell
-7
Closed -$532 – 2798
2025
Q2 		$532 Buy
+7
New +$573 ﹤0.01% 1685

Other funds holding WLK

Wealth Enhancement Advisory Services
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
GI
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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Essential Partners's WLK Position: Q3 2026 in Review

Essential Partners reduced its Westlake Corp (WLK) stake by 63% in Q3 2026, selling an estimated $51.4K and leaving 403 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #834.

Essential Partners first reported a position in WLK in Q2 2025 and has held it in 4 quarters since. The position peaked at $80K in Q2 2026. 11 funds tracked by Wall St. Rank hold WLK as of Q3 2026.

  • Essential Partners held 403 shares of Westlake Corp worth $25.1K as of Q3 2026.
  • Essential Partners sold 693 Westlake Corp shares in Q3 2026, an estimated $51.4K.
  • Westlake Corp made up 0.01% of Essential Partners's portfolio in Q3 2026, its #834 holding.
  • Essential Partners first reported a position in Westlake Corp in Q2 2025 and has held it in 4 quarters since.
  • Essential Partners's Westlake Corp position peaked at $80K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.