WANY
WLK icon

Wealthspire Advisors (New York)’s Westlake Corp WLK Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-37
Closed -$2.85K – 2900
2025
Q3 		$2.85K Buy
+37
New +$3.08K ﹤0.01% 2502

Other funds holding WLK

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Wealthspire Advisors (New York)'s WLK Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Westlake Corp (WLK) in Q4 2025, closing a stake of 37 shares — an estimated $2.85K sold.

Wealthspire Advisors (New York) first reported a position in WLK in Q3 2025 and held it in 1 quarter. The position peaked at $2.85K in Q3 2025. 297 funds tracked by Wall St. Rank hold WLK as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Westlake Corp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 37 Westlake Corp shares in Q4 2025, an estimated $2.85K.
  • Wealthspire Advisors (New York) first reported a position in Westlake Corp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Westlake Corp position peaked at $2.85K in Q3 2025.
  • 297 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.