Jefferies Financial Group’s Westlake Corp WLK Stock Holding History

Jefferies Financial Group’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 Q2	–	Sell	-9,108	Closed	-$911K	–	1855
2025 Q1	$911K	Buy	9,108 +7,019	+336%	+$777K	0.01%	843
2024 Q4	$240K	Sell	2,089 -13,783	-87%	-$1.79M	﹤0.01%	1334
2024 Q3	$2.39M	Buy	+15,872	New	+$2.28M	0.02%	539
2024 Q1	–	Sell	-43,032	Closed	-$6.02M	–	2077
2023 Q4	$6.02M	Buy	+43,032	New	+$5.46M	0.04%	349
2023 Q2	–	Sell	-4,500	Closed	-$522K	–	2042
2023 Q1	$522K	Buy	+4,500	New	+$519K	﹤0.01%	1080

Other funds holding WLK

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Jefferies Financial Group's WLK Position: Q2 2025 in Review

Jefferies Financial Group sold out of Westlake Corp (WLK) in Q2 2025, closing a stake of 9,108 shares — an estimated $911K sold.

Jefferies Financial Group first reported a position in WLK in Q1 2023 and held it in 5 quarters. The position peaked at $6.02M in Q4 2023. 305 funds tracked by Wall St. Rank hold WLK as of Q2 2025.

Jefferies Financial Group reported no remaining Westlake Corp position as of Q2 2025 after selling out during the quarter.
Jefferies Financial Group sold 9,108 Westlake Corp shares in Q2 2025, an estimated $911K.
Jefferies Financial Group first reported a position in Westlake Corp in Q1 2023 and held it in 5 quarters.
Jefferies Financial Group's Westlake Corp position peaked at $6.02M in Q4 2023.
305 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.