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Root Financial Partners’s Westlake Corp WLK Stock Holding History

Root Financial Partners’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
2026
Q2 		– Sell
-172
Closed -$20.1K – 3175
2026
Q1 		$20.1K Buy
172
+148
+617% +$14.4K ﹤0.01% 1322
2025
Q4 		$1.77K Sell
24
-13
-35% -$925 ﹤0.01% 2008
2025
Q3 		$2.85K Buy
+37
New +$3.08K ﹤0.01% 1897

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Root Financial Partners's WLK Position: Q2 2026 in Review

Root Financial Partners sold out of Westlake Corp (WLK) in Q2 2026, closing a stake of 172 shares — an estimated $20.1K sold.

Root Financial Partners first reported a position in WLK in Q3 2025 and held it in 3 quarters. The position peaked at $20.1K in Q1 2026. 360 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

  • Root Financial Partners reported no remaining Westlake Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 172 Westlake Corp shares in Q2 2026, an estimated $20.1K.
  • Root Financial Partners first reported a position in Westlake Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Westlake Corp position peaked at $20.1K in Q1 2026.
  • 360 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.