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 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

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 New York $5.7T 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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return