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Evergreen Capital Management’s Westlake Corp WLK Stock Holding History

Evergreen Capital Management’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
Q2 		$267K Hold
3,651
– – ﹤0.01% 1288
2026
Q1 		$427K Buy
+3,651
New +$354K 0.01% 892

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T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Evergreen Capital Management's WLK Position: Q2 2026 in Review

Evergreen Capital Management held its Westlake Corp (WLK) position steady in Q2 2026 at 3,651 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Evergreen Capital Management first reported a position in WLK in Q1 2026 and has held it in 2 quarters since. The position peaked at $427K in Q1 2026. 358 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

  • Evergreen Capital Management held 3,651 shares of Westlake Corp worth $267K as of Q2 2026.
  • Evergreen Capital Management left its Westlake Corp share count unchanged in Q2 2026.
  • Westlake Corp made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1288 holding.
  • Evergreen Capital Management first reported a position in Westlake Corp in Q1 2026 and has held it in 2 quarters since.
  • Evergreen Capital Management's Westlake Corp position peaked at $427K in Q1 2026.
  • 358 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.