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Summit Trail Advisors’s Westlake Corp WLK Stock Holding History

Summit Trail Advisors’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 		$1.55M Buy
21,266
+8,742
+70% +$854K 0.02% 772
2026
Q1 		$1.46M Sell
12,524
-3,037
-20% -$294K 0.02% 736
2025
Q4 		$1.15M Buy
15,561
+2,391
+18% +$170K 0.02% 735
2025
Q3 		$1.01M Buy
13,170
+8,662
+192% +$722K 0.01% 825
2025
Q2 		$342K Buy
+4,508
New +$369K 0.01% 871
2018
Q1 		– Sell
-77
Closed -$9K – 1659
2017
Q4 		$9K Buy
+77
New +$7.13K ﹤0.01% 1261

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

Summit Trail Advisors's WLK Position: Q2 2026 in Review

Summit Trail Advisors increased its Westlake Corp (WLK) stake by 70% in Q2 2026, buying an estimated $854K and bringing the position to 21,266 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #772.

Summit Trail Advisors first reported a position in WLK in Q4 2017 and has held it in 6 quarters since. 358 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

  • Summit Trail Advisors held 21,266 shares of Westlake Corp worth $1.55M as of Q2 2026.
  • Summit Trail Advisors bought 8,742 Westlake Corp shares in Q2 2026, an estimated $854K.
  • Westlake Corp made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #772 holding.
  • Summit Trail Advisors first reported a position in Westlake Corp in Q4 2017 and has held it in 6 quarters since.
  • 358 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.