Northeast Financial Consultants’s Westlake Corp WLK Stock Holding History

Northeast Financial Consultants’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	$1.88M	Buy	+24,800	New	+$2.03M	0.08%	110

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

Northeast Financial Consultants's WLK Position: Q2 2025 in Review

Northeast Financial Consultants opened a new position in Westlake Corp (WLK) in Q2 2025: 24,800 shares worth $1.88M. The stake represents 0.08% of the portfolio and ranks #110 among its holdings.

305 funds tracked by Wall St. Rank hold WLK as of Q2 2025.

Northeast Financial Consultants held 24,800 shares of Westlake Corp worth $1.88M as of Q2 2025.
Westlake Corp was a new Northeast Financial Consultants position in Q2 2025.
Westlake Corp made up 0.08% of Northeast Financial Consultants's portfolio in Q2 2025, its #110 holding.
305 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.