Raymond James Financial’s Westlake Chemical Partners WLKP Stock Holding History

Raymond James Financial’s Portfolio WLKP Stock Details WLKP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$308K	Sell	13,929 -2,206	-14%	-$47.3K	﹤0.01%	4644
2025 Q4	$307K	Sell	16,135 -6,519	-29%	-$126K	﹤0.01%	4558
2025 Q3	$476K	Buy	22,654 +1,530	+7%	+$33.5K	﹤0.01%	4147
2025 Q2	$467K	Sell	21,124 -1,695	-7%	-$38.4K	﹤0.01%	4051
2025 Q1	$527K	Buy	22,819 +3,119	+16%	+$74.2K	﹤0.01%	3907
2024 Q4	$456K	Buy	+19,700	New	+$452K	﹤0.01%	3969

Other funds holding WLKP

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFA

Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return

Raymond James Financial's WLKP Position: Q1 2026 in Review

Raymond James Financial reduced its Westlake Chemical Partners (WLKP) stake by 14% in Q1 2026, selling an estimated $47.3K and leaving 13,929 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #4644.

Raymond James Financial first reported a position in WLKP in Q4 2024 and has held it in 6 quarters since. The position peaked at $527K in Q1 2025. 57 funds tracked by Wall St. Rank hold WLKP as of Q1 2026.

Raymond James Financial held 13,929 shares of Westlake Chemical Partners worth $308K as of Q1 2026.
Raymond James Financial sold 2,206 Westlake Chemical Partners shares in Q1 2026, an estimated $47.3K.
Westlake Chemical Partners made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4644 holding.
Raymond James Financial first reported a position in Westlake Chemical Partners in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Westlake Chemical Partners position peaked at $527K in Q1 2025.
57 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.