FORA Capital’s Westlake Corp WLK Stock Holding History

FORA Capital’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 Q3	–	Sell	-7,832	Closed	-$595K	–	691
2025 Q2	$595K	Buy	+7,832	New	+$641K	0.07%	298
2024 Q2	–	Sell	-5,019	Closed	-$767K	–	558
2024 Q1	$767K	Buy	5,019 +437	+10%	+$61.5K	0.06%	270
2023 Q4	$641K	Buy	+4,582	New	+$582K	0.06%	303
2023 Q2	–	Sell	-1,858	Closed	-$215K	–	639
2023 Q1	$215K	Buy	+1,858	New	+$214K	0.02%	480
2022 Q2	–	Sell	-8,057	Closed	-$1M	–	707
2022 Q1	$1M	Buy	+8,057	New	+$879K	0.18%	159
2021 Q3	–	Sell	-1,705	Closed	-$154K	–	881
2021 Q2	$154K	Buy	+1,705	New	+$166K	0.03%	497
2021 Q1	–	Sell	-1,126	Closed	-$92K	–	1144
2020 Q4	$92K	Buy	+1,126	New	+$84.1K	0.01%	689
2020 Q3	–	Sell	-3,756	Closed	-$202K	–	1021
2020 Q2	$202K	Buy	+3,756	New	+$173K	0.07%	337
2020 Q1	–	Sell	-1,537	Closed	-$108K	–	1381
2019 Q4	$108K	Buy	+1,537	New	+$103K	0.01%	739

Other funds holding WLK

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

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

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

BIP

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

FORA Capital's WLK Position: Q3 2025 in Review

FORA Capital sold out of Westlake Corp (WLK) in Q3 2025, closing a stake of 7,832 shares — an estimated $595K sold.

FORA Capital first reported a position in WLK in Q4 2019 and held it in 9 quarters. The position peaked at $1M in Q1 2022. 304 funds tracked by Wall St. Rank hold WLK as of Q3 2025.

FORA Capital reported no remaining Westlake Corp position as of Q3 2025 after selling out during the quarter.
FORA Capital sold 7,832 Westlake Corp shares in Q3 2025, an estimated $595K.
FORA Capital first reported a position in Westlake Corp in Q4 2019 and held it in 9 quarters.
FORA Capital's Westlake Corp position peaked at $1M in Q1 2022.
304 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2025.

Based on FORA Capital's 13F filing for Q3 2025, filed 13 Nov 2025.