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True Wealth Design’s Westlake Corp WLK Stock Holding History

True Wealth Design’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 		$16.9K Buy
232
+205
+759% +$20K ﹤0.01% 870
2026
Q1 		$3.15K Buy
27
+9
+50% +$873 ﹤0.01% 1380
2025
Q4 		$1.33K Buy
18
+14
+350% +$996 ﹤0.01% 1602
2025
Q3 		$309 Sell
4
-2
-33% -$167 ﹤0.01% 2174
2025
Q2 		$456 Sell
6
-46
-88% -$3.76K ﹤0.01% 1783
2025
Q1 		$5.2K Buy
52
+48
+1,200% +$5.32K ﹤0.01% 674
2024
Q4 		$459 Sell
4
-2
-33% -$260 ﹤0.01% 1110
2024
Q3 		$902 Hold
6
– – ﹤0.01% 995
2024
Q2 		$869 Buy
6
+1
+20% +$154 ﹤0.01% 538
2024
Q1 		$764 Buy
5
+2
+67% +$282 ﹤0.01% 529
2023
Q4 		$420 Hold
3
– – ﹤0.01% 513
2023
Q3 		$375 Hold
3
– – ﹤0.01% 498
2023
Q2 		$359 Hold
3
– – ﹤0.01% 533
2023
Q1 		$348 Hold
3
– – ﹤0.01% 609
2022
Q4 		$308 Buy
+3
New +$302 ﹤0.01% 575

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

True Wealth Design's WLK Position: Q2 2026 in Review

True Wealth Design increased its Westlake Corp (WLK) stake by 759% in Q2 2026, buying an estimated $20K and bringing the position to 232 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

True Wealth Design first reported a position in WLK in Q4 2022 and has held it in 15 quarters since. 358 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

  • True Wealth Design held 232 shares of Westlake Corp worth $16.9K as of Q2 2026.
  • True Wealth Design bought 205 Westlake Corp shares in Q2 2026, an estimated $20K.
  • Westlake Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #870 holding.
  • True Wealth Design first reported a position in Westlake Corp in Q4 2022 and has held it in 15 quarters since.
  • 358 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.