Grey Fox Wealth Advisors’s Westlake Corp WLK Stock Holding History

Grey Fox 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
2025 Q4	–	Sell	-1,154	Closed	-$88.9K	–	606
2025 Q3	$88.9K	Buy	+1,154	New	+$96.2K	0.02%	202
2024 Q2	–	Sell	-1,419	Closed	-$217K	–	132
2024 Q1	$217K	Sell	1,419 -151	-10%	-$21.3K	0.08%	120
2023 Q4	$220K	Buy	+1,570	New	+$199K	0.1%	102
2023 Q2	–	Sell	-2,468	Closed	-$286K	–	520
2023 Q1	$286K	Sell	2,468 -230	-9%	-$26.5K	0.17%	73
2022 Q4	$277K	Buy	+2,698	New	+$272K	0.18%	73

Other funds holding WLK

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BIP

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

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

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Grey Fox Wealth Advisors's WLK Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Westlake Corp (WLK) in Q4 2025, closing a stake of 1,154 shares — an estimated $88.9K sold.

Grey Fox Wealth Advisors first reported a position in WLK in Q4 2022 and held it in 5 quarters. The position peaked at $286K in Q1 2023. 296 funds tracked by Wall St. Rank hold WLK as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Westlake Corp position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 1,154 Westlake Corp shares in Q4 2025, an estimated $88.9K.
Grey Fox Wealth Advisors first reported a position in Westlake Corp in Q4 2022 and held it in 5 quarters.
Grey Fox Wealth Advisors's Westlake Corp position peaked at $286K in Q1 2023.
296 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.