Xponance’s Westlake Corp WLK Stock Holding History

Xponance’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	$466K	Buy	3,988 +887	+29%	+$86K	﹤0.01%	1051
2025 Q4	$229K	Sell	3,101 -638	-17%	-$45.4K	﹤0.01%	1319
2025 Q3	$288K	Sell	3,739 -1,056	-22%	-$88K	﹤0.01%	1183
2025 Q2	$364K	Sell	4,795 -1,981	-29%	-$162K	﹤0.01%	1062
2025 Q1	$678K	Sell	6,776 -101	-1%	-$11.2K	0.01%	836
2024 Q4	$788K	Buy	6,877 +1,507	+28%	+$196K	0.01%	809
2024 Q3	$807K	Buy	5,370 +105	+2%	+$15.1K	0.01%	776
2024 Q2	$762K	Sell	5,265 -288	-5%	-$44.2K	0.01%	771
2024 Q1	$848K	Buy	5,553 +1,623	+41%	+$229K	0.01%	764
2023 Q4	$550K	Buy	3,930 +32	+0.8%	+$4.06K	0.01%	903
2023 Q3	$486K	Sell	3,898 -260	-6%	-$33.4K	0.01%	901
2023 Q2	$497K	Sell	4,158 -398	-9%	-$45.5K	0.01%	911
2023 Q1	$528K	Buy	4,556 +29	+0.6%	+$3.35K	0.01%	901
2022 Q4	$464K	Buy	+4,527	New	+$456K	0.01%	923

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