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Lindenwold Advisors’s Westlake Corp WLK Stock Holding History

Lindenwold 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
Q1 		– Sell
-2,683
Closed -$308K – 121
2024
Q4 		$308K Sell
2,683
-90
-3% -$11.7K 0.16% 91
2024
Q3 		$417K Buy
2,773
+34
+1% +$4.89K 0.21% 75
2024
Q2 		$397K Sell
2,739
-87
-3% -$13.4K 0.21% 77
2024
Q1 		$432K Buy
2,826
+2
+0.1% +$282 0.23% 75
2023
Q4 		$395K Sell
2,824
-29
-1% -$3.68K 0.22% 77
2023
Q3 		$356K Buy
2,853
+11
+0.4% +$1.41K 0.22% 74
2023
Q2 		$340K Sell
2,842
-710
-20% -$81.2K 0.21% 80
2023
Q1 		$412K Buy
+3,552
New +$410K 0.26% 78

Other funds holding WLK

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Lindenwold Advisors's WLK Position: Q1 2025 in Review

Lindenwold Advisors sold out of Westlake Corp (WLK) in Q1 2025, closing a stake of 2,683 shares — an estimated $308K sold.

Lindenwold Advisors first reported a position in WLK in Q1 2023 and held it in 8 quarters. The position peaked at $432K in Q1 2024. 361 funds tracked by Wall St. Rank hold WLK as of Q1 2025.

  • Lindenwold Advisors reported no remaining Westlake Corp position as of Q1 2025 after selling out during the quarter.
  • Lindenwold Advisors sold 2,683 Westlake Corp shares in Q1 2025, an estimated $308K.
  • Lindenwold Advisors first reported a position in Westlake Corp in Q1 2023 and held it in 8 quarters.
  • Lindenwold Advisors's Westlake Corp position peaked at $432K in Q1 2024.
  • 361 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2025.

Based on Lindenwold Advisors's 13F filing for Q1 2025, filed 8 May 2025.