Wealth Enhancement Advisory Services
WLK icon

Wealth Enhancement Advisory Services’s Westlake Corp WLK Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.35M Sell
21,644
-53
-0.2% -$3.93K ﹤0.01% 1963
2026
Q2 		$1.4M Buy
21,697
+19,109
+738% +$1.87M ﹤0.01% 1841
2026
Q1 		$309K Buy
+2,588
New +$251K ﹤0.01% 2741
2024
Q4 		– Sell
-1,362
Closed -$205K – 3125
2024
Q3 		$205K Buy
+1,362
New +$196K ﹤0.01% 2440

Other funds holding WLK

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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 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

Wealth Enhancement Advisory Services's WLK Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Westlake Corp (WLK) stake by 0.24% in Q3 2026, selling an estimated $3.93K and leaving 21,644 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

Wealth Enhancement Advisory Services first reported a position in WLK in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.4M in Q2 2026. 10 funds tracked by Wall St. Rank hold WLK as of Q3 2026.

  • Wealth Enhancement Advisory Services held 21,644 shares of Westlake Corp worth $1.35M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 53 Westlake Corp shares in Q3 2026, an estimated $3.93K.
  • Westlake Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1963 holding.
  • Wealth Enhancement Advisory Services first reported a position in Westlake Corp in Q3 2024 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Westlake Corp position peaked at $1.4M in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.