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Farther Finance Advisors’s Westlake Corp WLK Stock Holding History

Farther Finance 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
Q3 		$100K Buy
1,608
+1,004
+166% +$74.4K ﹤0.01% 2858
2026
Q2 		$44.2K Buy
604
+315
+109% +$30.8K ﹤0.01% 3341
2026
Q1 		$33.7K Sell
289
-11
-4% -$1.07K ﹤0.01% 3273
2025
Q4 		$22.2K Sell
300
-203
-40% -$14.4K ﹤0.01% 3370
2025
Q3 		$38.8K Sell
503
-1,418
-74% -$118K ﹤0.01% 2600
2025
Q2 		$146K Buy
1,921
+1,822
+1,840% +$149K ﹤0.01% 1561
2025
Q1 		$9.9K Sell
99
-20
-17% -$2.21K ﹤0.01% 2743
2024
Q4 		$13.6K Buy
119
+1
+0.8% +$130 ﹤0.01% 2250
2024
Q3 		$17.7K Buy
118
+21
+22% +$3.02K ﹤0.01% 2138
2024
Q2 		$13.9K Buy
97
+5
+5% +$768 ﹤0.01% 1930
2024
Q1 		$14.2K Buy
92
+10
+12% +$1.41K ﹤0.01% 1616
2023
Q4 		$11.5K Buy
82
+66
+413% +$8.38K ﹤0.01% 1553
2023
Q3 		$2K Buy
16
+10
+167% +$1.28K ﹤0.01% 1859
2023
Q2 		$717 Hold
6
– – ﹤0.01% 2054
2023
Q1 		$696 Hold
6
– – ﹤0.01% 1922
2022
Q4 		$615 Buy
+6
New +$604 ﹤0.01% 1792

Other funds holding WLK

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Farther Finance Advisors's WLK Position: Q3 2026 in Review

Farther Finance Advisors increased its Westlake Corp (WLK) stake by 166% in Q3 2026, buying an estimated $74.4K and bringing the position to 1,608 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #2858.

Farther Finance Advisors first reported a position in WLK in Q4 2022 and has held it in 16 quarters since. The position peaked at $146K in Q2 2025. 10 funds tracked by Wall St. Rank hold WLK as of Q3 2026.

  • Farther Finance Advisors held 1,608 shares of Westlake Corp worth $100K as of Q3 2026.
  • Farther Finance Advisors bought 1,004 Westlake Corp shares in Q3 2026, an estimated $74.4K.
  • Westlake Corp made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2858 holding.
  • Farther Finance Advisors first reported a position in Westlake Corp in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Westlake Corp position peaked at $146K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.