Total Wealth Planning & Management’s Westlake Corp WLK Stock Holding History

Total Wealth Planning & 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	$413K	Sell	5,654 -2,053	-27%	-$200K	0.28%	122
2026 Q1	$900K	Buy	7,707 +4,752	+161%	+$461K	0.66%	45
2025 Q4	$218K	Buy	+2,955	New	+$210K	0.16%	185
2025 Q2	$424K	Buy	5,586 +1,621	+41%	+$133K	0.34%	105
2025 Q1	$397K	Buy	3,965 +1,344	+51%	+$149K	0.38%	94
2024 Q4	$300K	Buy	+2,621	New	+$341K	0.27%	136

Other funds holding WLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Total Wealth Planning & Management's WLK Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its Westlake Corp (WLK) stake by 27% in Q2 2026, selling an estimated $200K and leaving 5,654 shares worth $413K. The position accounts for 0.28% of the portfolio, ranked #122.

Total Wealth Planning & Management first reported a position in WLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $900K in Q1 2026. 359 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

Total Wealth Planning & Management held 5,654 shares of Westlake Corp worth $413K as of Q2 2026.
Total Wealth Planning & Management sold 2,053 Westlake Corp shares in Q2 2026, an estimated $200K.
Westlake Corp made up 0.28% of Total Wealth Planning & Management's portfolio in Q2 2026, its #122 holding.
Total Wealth Planning & Management first reported a position in Westlake Corp in Q4 2024 and has held it in 6 quarters since.
Total Wealth Planning & Management's Westlake Corp position peaked at $900K in Q1 2026.
359 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.