NWAG
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Net Worth Advisory Group’s Westlake Corp WLK Stock Holding History

Net Worth Advisory 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
Q1 		– Sell
-1,927
Closed -$221K – 422
2024
Q4 		$221K Sell
1,927
-16
-0.8% -$2.08K 0.07% 333
2024
Q3 		$292K Buy
+1,943
New +$280K 0.09% 283

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

Net Worth Advisory Group's WLK Position: Q1 2025 in Review

Net Worth Advisory Group sold out of Westlake Corp (WLK) in Q1 2025, closing a stake of 1,927 shares — an estimated $221K sold.

Net Worth Advisory Group first reported a position in WLK in Q3 2024 and held it in 2 quarters. The position peaked at $292K in Q3 2024. 360 funds tracked by Wall St. Rank hold WLK as of Q1 2025.

  • Net Worth Advisory Group reported no remaining Westlake Corp position as of Q1 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 1,927 Westlake Corp shares in Q1 2025, an estimated $221K.
  • Net Worth Advisory Group first reported a position in Westlake Corp in Q3 2024 and held it in 2 quarters.
  • Net Worth Advisory Group's Westlake Corp position peaked at $292K in Q3 2024.
  • 360 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2025.

Based on Net Worth Advisory Group's 13F filing for Q1 2025, filed 15 Apr 2025.