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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
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

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Total Wealth Planning & Management's WLK Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Westlake Corp (WLK) stake by 161% in Q1 2026, buying an estimated $461K and bringing the position to 7,707 shares worth $900K. The position accounts for 0.66% of the portfolio, ranked #45.

Total Wealth Planning & Management first reported a position in WLK in Q4 2024 and has held it in 5 quarters since. 336 funds tracked by Wall St. Rank hold WLK as of Q1 2026.

  • Total Wealth Planning & Management held 7,707 shares of Westlake Corp worth $900K as of Q1 2026.
  • Total Wealth Planning & Management bought 4,752 Westlake Corp shares in Q1 2026, an estimated $461K.
  • Westlake Corp made up 0.66% of Total Wealth Planning & Management's portfolio in Q1 2026, its #45 holding.
  • Total Wealth Planning & Management first reported a position in Westlake Corp in Q4 2024 and has held it in 5 quarters since.
  • 336 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.