SageView Advisory Group’s Westlake Corp WLK Stock Holding History

SageView Advisory Group’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	$2.96K	Buy	+40	New	+$2.85K	﹤0.01%	2130

Other funds holding WLK

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

SageView Advisory Group's WLK Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Westlake Corp (WLK) in Q4 2025: 40 shares worth $2.96K. The stake represents ﹤0.01% of the portfolio and ranks #2130 among its holdings.

296 funds tracked by Wall St. Rank hold WLK as of Q4 2025.

SageView Advisory Group held 40 shares of Westlake Corp worth $2.96K as of Q4 2025.
Westlake Corp was a new SageView Advisory Group position in Q4 2025.
Westlake Corp made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2130 holding.
296 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.