WAP
WLK icon

Wealthcare Advisory Partners’s Westlake Corp WLK Stock Holding History

Wealthcare Advisory Partners’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
2025
Q1 		– Sell
-4,954
Closed -$568K – 956
2024
Q4 		$568K Sell
4,954
-2,217
-31% -$288K 0.02% 538
2024
Q3 		$1.08M Sell
7,171
-760
-10% -$109K 0.03% 405
2024
Q2 		$1.15M Sell
7,931
-403
-5% -$61.9K 0.04% 346
2024
Q1 		$1.27M Buy
+8,334
New +$1.17M 0.04% 314

Other funds holding WLK

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Wealthcare Advisory Partners's WLK Position: Q1 2025 in Review

Wealthcare Advisory Partners sold out of Westlake Corp (WLK) in Q1 2025, closing a stake of 4,954 shares — an estimated $568K sold.

Wealthcare Advisory Partners first reported a position in WLK in Q1 2024 and held it in 4 quarters. The position peaked at $1.27M in Q1 2024. 360 funds tracked by Wall St. Rank hold WLK as of Q1 2025.

  • Wealthcare Advisory Partners reported no remaining Westlake Corp position as of Q1 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 4,954 Westlake Corp shares in Q1 2025, an estimated $568K.
  • Wealthcare Advisory Partners first reported a position in Westlake Corp in Q1 2024 and held it in 4 quarters.
  • Wealthcare Advisory Partners's Westlake Corp position peaked at $1.27M in Q1 2024.
  • 360 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2025, filed 15 Apr 2025.