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Smartleaf Asset Management’s Westlake Corp WLK Stock Holding History

Smartleaf Asset Management’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 		$24.7K Buy
213
+112
+111% +$10.9K ﹤0.01% 1829
2025
Q4 		$7.56K Sell
101
-19
-16% -$1.35K ﹤0.01% 2516
2025
Q3 		$9.24K Buy
120
+48
+67% +$4K ﹤0.01% 2144
2025
Q2 		$5.48K Sell
72
-154
-68% -$12.6K ﹤0.01% 2014
2025
Q1 		$22.4K Sell
226
-26
-10% -$2.88K ﹤0.01% 1556
2024
Q4 		$28.6K Buy
252
+71
+39% +$9.24K ﹤0.01% 1455
2024
Q3 		$27.2K Buy
181
+94
+108% +$13.5K ﹤0.01% 1174
2024
Q2 		$12.7K Buy
87
+44
+102% +$6.76K ﹤0.01% 1285
2024
Q1 		$6.55K Buy
43
+2
+5% +$282 ﹤0.01% 1131
2023
Q4 		$5.77K Buy
+41
New +$5.21K ﹤0.01% 840

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 $5.7T 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 $761B AUM 31.28% 1-Year Est. Return