SWM
WLK icon

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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return