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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
Q3 		$14.4K Sell
231
-1
-0.4% -$74 ﹤0.01% 934
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

True Wealth Design's WLK Position: Q3 2026 in Review

True Wealth Design reduced its Westlake Corp (WLK) stake by 0.43% in Q3 2026, selling an estimated $74 and leaving 231 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

True Wealth Design first reported a position in WLK in Q4 2022 and has held it in 16 quarters since. The position peaked at $16.9K in Q2 2026. 10 funds tracked by Wall St. Rank hold WLK as of Q3 2026.

  • True Wealth Design held 231 shares of Westlake Corp worth $14.4K as of Q3 2026.
  • True Wealth Design sold 1 Westlake Corp share in Q3 2026, an estimated $74.
  • Westlake Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #934 holding.
  • True Wealth Design first reported a position in Westlake Corp in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Westlake Corp position peaked at $16.9K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.