Lindbrook Capital’s Westlake Corp WLK Stock Holding History

Lindbrook 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 Q1	$15.8K	Buy	158 +88	+126%	+$9.75K	﹤0.01%	1456
2024 Q4	$8.03K	Buy	70 +44	+169%	+$5.72K	﹤0.01%	1767
2024 Q3	$3.91K	Hold	26	–	–	﹤0.01%	2117
2024 Q2	$3.77K	Hold	26	–	–	﹤0.01%	2123
2024 Q1	$3.97K	Hold	26	–	–	﹤0.01%	2000
2023 Q4	$3.64K	Hold	26	–	–	﹤0.01%	2043
2023 Q3	$3.24K	Buy	26 +3	+13%	+$385	﹤0.01%	1953
2023 Q2	$2.75K	Hold	23	–	–	﹤0.01%	2030
2023 Q1	$2.67K	Hold	23	–	–	﹤0.01%	2118
2022 Q4	$2.36K	Sell	23 -83	-78%	-$8.36K	﹤0.01%	2169
2022 Q3	$9K	Buy	106 +86	+430%	+$8.25K	﹤0.01%	1391
2022 Q2	$2K	Sell	20 -6	-23%	-$735	﹤0.01%	2080
2022 Q1	$3K	Buy	26 +6	+30%	+$654	﹤0.01%	1894
2021 Q4	$2K	Hold	20	–	–	﹤0.01%	1839
2021 Q3	$2K	Buy	+20	New	+$1.71K	﹤0.01%	1626

Other funds holding WLK

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Lindbrook Capital's WLK Position: Q1 2025 in Review

Lindbrook Capital increased its Westlake Corp (WLK) stake by 126% in Q1 2025, buying an estimated $9.75K and bringing the position to 158 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1456.

Lindbrook Capital first reported a position in WLK in Q3 2021 and has held it in 15 quarters since. 361 funds tracked by Wall St. Rank hold WLK as of Q1 2025.

Lindbrook Capital held 158 shares of Westlake Corp worth $15.8K as of Q1 2025.
Lindbrook Capital bought 88 Westlake Corp shares in Q1 2025, an estimated $9.75K.
Westlake Corp made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1456 holding.
Lindbrook Capital first reported a position in Westlake Corp in Q3 2021 and has held it in 15 quarters since.
361 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.