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EverSource Wealth Advisors’s Westlake Corp WLK Stock Holding History

EverSource Wealth 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
Q2 		$70.2K Buy
961
+727
+311% +$71K ﹤0.01% 1569
2026
Q1 		$27.3K Buy
234
+64
+38% +$6.21K ﹤0.01% 2306
2025
Q4 		$12.6K Sell
170
-27
-14% -$1.92K ﹤0.01% 2690
2025
Q3 		$15.2K Sell
197
-121
-38% -$10.1K ﹤0.01% 2556
2025
Q2 		$24.1K Buy
318
+243
+324% +$19.9K ﹤0.01% 2154
2025
Q1 		$7.5K Buy
75
+19
+34% +$2.1K ﹤0.01% 2279
2024
Q4 		$6.42K Buy
56
+30
+115% +$3.9K ﹤0.01% 2233
2024
Q3 		$3.91K Buy
26
+3
+13% +$432 ﹤0.01% 2327
2024
Q2 		$3.4K Buy
23
+2
+10% +$307 ﹤0.01% 2358
2024
Q1 		$3.09K Buy
21
+1
+5% +$141 ﹤0.01% 2231
2023
Q4 		$2.8K Sell
20
-2
-9% -$254 ﹤0.01% 2080
2023
Q3 		$2.74K Hold
22
– – ﹤0.01% 1916
2023
Q2 		$2.63K Hold
22
– – ﹤0.01% 1953
2023
Q1 		$2.55K Buy
22
+12
+120% +$1.39K ﹤0.01% 1861
2022
Q4 		$1.02K Hold
10
– – ﹤0.01% 2081
2022
Q3 		$1K Buy
+10
New +$959 ﹤0.01% 1922

Other funds holding WLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
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

EverSource Wealth Advisors's WLK Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Westlake Corp (WLK) stake by 311% in Q2 2026, buying an estimated $71K and bringing the position to 961 shares worth $70.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

EverSource Wealth Advisors first reported a position in WLK in Q3 2022 and has held it in 16 quarters since. 358 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

  • EverSource Wealth Advisors held 961 shares of Westlake Corp worth $70.2K as of Q2 2026.
  • EverSource Wealth Advisors bought 727 Westlake Corp shares in Q2 2026, an estimated $71K.
  • Westlake Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1569 holding.
  • EverSource Wealth Advisors first reported a position in Westlake Corp in Q3 2022 and has held it in 16 quarters since.
  • 358 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.