Sound Income Strategies’s Westlake Corp WLK Stock Holding History

Sound Income Strategies’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 Q3	–	Sell	-15	Closed	-$1.14K	–	1834
2025 Q2	$1.14K	Hold	15	–	–	﹤0.01%	1352
2025 Q1	$1.5K	Hold	15	–	–	﹤0.01%	1284
2024 Q4	$1.72K	Hold	15	–	–	﹤0.01%	1189
2024 Q3	$2.25K	Hold	15	–	–	﹤0.01%	1109
2024 Q2	$2.17K	Hold	15	–	–	﹤0.01%	1098
2024 Q1	$2.29K	Hold	15	–	–	﹤0.01%	1035
2023 Q4	$2.1K	Hold	15	–	–	﹤0.01%	1051
2023 Q3	$1.87K	Hold	15	–	–	﹤0.01%	922
2023 Q2	$1.79K	Hold	15	–	–	﹤0.01%	899
2023 Q1	$1.74K	Hold	15	–	–	﹤0.01%	852
2022 Q4	$1.54K	Hold	15	–	–	﹤0.01%	802
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	853
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	862
2022 Q1	$2K	Hold	15	–	–	﹤0.01%	752
2021 Q4	$1K	Hold	15	–	–	﹤0.01%	817
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	798
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	850
2021 Q1	$1.33K	Hold	15	–	–	﹤0.01%	808
2020 Q4	$1K	Hold	15	–	–	﹤0.01%	839
2020 Q3	$1K	Buy	+15	New	+$886	﹤0.01%	799

Other funds holding WLK

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sound Income Strategies's WLK Position: Q3 2025 in Review

Sound Income Strategies sold out of Westlake Corp (WLK) in Q3 2025, closing a stake of 15 shares — an estimated $1.14K sold.

Sound Income Strategies first reported a position in WLK in Q3 2020 and held it in 20 quarters. The position peaked at $2.29K in Q1 2024. 305 funds tracked by Wall St. Rank hold WLK as of Q3 2025.

Sound Income Strategies reported no remaining Westlake Corp position as of Q3 2025 after selling out during the quarter.
Sound Income Strategies sold 15 Westlake Corp shares in Q3 2025, an estimated $1.14K.
Sound Income Strategies first reported a position in Westlake Corp in Q3 2020 and held it in 20 quarters.
Sound Income Strategies's Westlake Corp position peaked at $2.29K in Q1 2024.
305 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2025.

Based on Sound Income Strategies's 13F filing for Q3 2025, filed 10 Oct 2025.