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Integrated Wealth Concepts’s Westlake Corp WLK Stock Holding History

Integrated Wealth Concepts’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 		$216K Buy
2,960
+104
+4% +$10.2K ﹤0.01% 2283
2026
Q1 		$334K Buy
+2,856
New +$277K ﹤0.01% 1790

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

Integrated Wealth Concepts's WLK Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Westlake Corp (WLK) stake by 3.6% in Q2 2026, buying an estimated $10.2K and bringing the position to 2,960 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #2283.

Integrated Wealth Concepts first reported a position in WLK in Q1 2026 and has held it in 2 quarters since. The position peaked at $334K in Q1 2026. 358 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

  • Integrated Wealth Concepts held 2,960 shares of Westlake Corp worth $216K as of Q2 2026.
  • Integrated Wealth Concepts bought 104 Westlake Corp shares in Q2 2026, an estimated $10.2K.
  • Westlake Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2283 holding.
  • Integrated Wealth Concepts first reported a position in Westlake Corp in Q1 2026 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's Westlake Corp position peaked at $334K in Q1 2026.
  • 358 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.