Trek Financial’s Westlake Corp WLK Stock Holding History

Trek Financial’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	–	Sell	-45,296	Closed	-$5.29M	–	571
2026 Q1	$5.29M	Buy	+45,296	New	+$4.39M	0.28%	101

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

Trek Financial's WLK Position: Q2 2026 in Review

Trek Financial sold out of Westlake Corp (WLK) in Q2 2026, closing a stake of 45,296 shares — an estimated $5.29M sold.

Trek Financial first reported a position in WLK in Q1 2026 and held it in 1 quarter. The position peaked at $5.29M in Q1 2026. 358 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

Trek Financial reported no remaining Westlake Corp position as of Q2 2026 after selling out during the quarter.
Trek Financial sold 45,296 Westlake Corp shares in Q2 2026, an estimated $5.29M.
Trek Financial first reported a position in Westlake Corp in Q1 2026 and held it in 1 quarter.
Trek Financial's Westlake Corp position peaked at $5.29M in Q1 2026.
358 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.