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Spire Wealth Management’s Westlake Corp WLK Stock Holding History

Spire Wealth 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
Q2 		$12.6K Hold
172
– – ﹤0.01% 1580
2026
Q1 		$20.1K Sell
172
-134
-44% -$13K ﹤0.01% 1418
2025
Q4 		$22.6K Buy
306
+34
+13% +$2.42K ﹤0.01% 1436
2025
Q3 		$21K Buy
272
+127
+88% +$10.6K ﹤0.01% 1518
2025
Q2 		$11K Buy
+145
New +$11.9K ﹤0.01% 1692
2022
Q1 		– Sell
-328
Closed -$32K – 2905
2021
Q4 		$32K Buy
+328
New +$32K ﹤0.01% 1924
2021
Q2 		– Sell
-328
Closed -$29K – 2994
2021
Q1 		$29K Buy
+328
New +$28.5K ﹤0.01% 1988

Other funds holding WLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Spire Wealth Management's WLK Position: Q2 2026 in Review

Spire Wealth Management held its Westlake Corp (WLK) position steady in Q2 2026 at 172 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Spire Wealth Management first reported a position in WLK in Q1 2021 and has held it in 7 quarters since. The position peaked at $32K in Q4 2021. 358 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

  • Spire Wealth Management held 172 shares of Westlake Corp worth $12.6K as of Q2 2026.
  • Spire Wealth Management left its Westlake Corp share count unchanged in Q2 2026.
  • Westlake Corp made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1580 holding.
  • Spire Wealth Management first reported a position in Westlake Corp in Q1 2021 and has held it in 7 quarters since.
  • Spire Wealth Management's Westlake Corp position peaked at $32K in Q4 2021.
  • 358 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.