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Rise Advisors’s Westlake Corp WLK Stock Holding History

Rise 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
Q4 		– Sell
-83
Closed -$6.42K – 1433
2025
Q3 		$6.42K Hold
83
– – ﹤0.01% 1123
2025
Q2 		$6.29K Buy
83
+1
+1% +$82 ﹤0.01% 1145
2025
Q1 		$8.22K Sell
82
-33
-29% -$3.65K ﹤0.01% 1100
2024
Q4 		$13.1K Buy
115
+1
+0.9% +$130 0.01% 887
2024
Q3 		$17.2K Hold
114
– – 0.01% 785
2024
Q2 		$16.5K Buy
114
+1
+0.9% +$154 0.01% 770
2024
Q1 		$17.3K Buy
+113
New +$15.9K 0.01% 747

Other funds holding WLK

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Rise Advisors's WLK Position: Q4 2025 in Review

Rise Advisors sold out of Westlake Corp (WLK) in Q4 2025, closing a stake of 83 shares — an estimated $6.42K sold.

Rise Advisors first reported a position in WLK in Q1 2024 and held it in 7 quarters. The position peaked at $17.3K in Q1 2024. 298 funds tracked by Wall St. Rank hold WLK as of Q4 2025.

  • Rise Advisors reported no remaining Westlake Corp position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 83 Westlake Corp shares in Q4 2025, an estimated $6.42K.
  • Rise Advisors first reported a position in Westlake Corp in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Westlake Corp position peaked at $17.3K in Q1 2024.
  • 298 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.