Root Financial Partners
WLK icon

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
Q3 		$39.4K Buy
+633
New +$46.9K ﹤0.01% 1205
2026
Q2 		– Sell
-172
Closed -$20.1K – 3175
2026
Q1 		$20.1K Buy
172
+148
+617% +$14.4K ﹤0.01% 1322
2025
Q4 		$1.78K Sell
24
-13
-35% -$925 ﹤0.01% 2008
2025
Q3 		$2.85K Buy
+37
New +$3.08K ﹤0.01% 1897

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Root Financial Partners's WLK Position: Q3 2026 in Review

Root Financial Partners opened a new position in Westlake Corp (WLK) in Q3 2026: 633 shares worth $39.4K. The stake represents ﹤0.01% of the portfolio and ranks #1205 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WLK as recently as Q1 2026.

Root Financial Partners first reported a position in WLK in Q3 2025 and has held it in 4 quarters since. 83 funds tracked by Wall St. Rank hold WLK as of Q3 2026.

  • Root Financial Partners held 633 shares of Westlake Corp worth $39.4K as of Q3 2026.
  • Westlake Corp was a new Root Financial Partners position in Q3 2026.
  • Westlake Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1205 holding.
  • Root Financial Partners first reported a position in Westlake Corp in Q3 2025 and has held it in 4 quarters since.
  • 83 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.