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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
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

Other funds holding WLK

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Root Financial Partners's WLK Position: Q1 2026 in Review

Root Financial Partners increased its Westlake Corp (WLK) stake by 617% in Q1 2026, buying an estimated $14.4K and bringing the position to 172 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Root Financial Partners first reported a position in WLK in Q3 2025 and has held it in 3 quarters since. 337 funds tracked by Wall St. Rank hold WLK as of Q1 2026.

  • Root Financial Partners held 172 shares of Westlake Corp worth $20.1K as of Q1 2026.
  • Root Financial Partners bought 148 Westlake Corp shares in Q1 2026, an estimated $14.4K.
  • Westlake Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1322 holding.
  • Root Financial Partners first reported a position in Westlake Corp in Q3 2025 and has held it in 3 quarters since.
  • 337 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.