Yorktown Management & Research Company’s Westlake Corp WLK Stock Holding History

Yorktown Management & Research Company’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 Q2	–	Sell	-3,050	Closed	-$305K	–	244
2025 Q1	$305K	Hold	3,050	–	–	0.33%	147
2024 Q4	$350K	Hold	3,050	–	–	0.34%	145
2024 Q3	$458K	Hold	3,050	–	–	0.47%	92
2024 Q2	$442K	Hold	3,050	–	–	0.47%	79
2024 Q1	$466K	Hold	3,050	–	–	0.44%	73
2023 Q4	$427K	Hold	3,050	–	–	0.45%	85
2023 Q3	$380K	Hold	3,050	–	–	0.43%	90
2023 Q2	$364K	Hold	3,050	–	–	0.39%	118
2023 Q1	$354K	Hold	3,050	–	–	0.38%	107
2022 Q4	$313K	Hold	3,050	–	–	0.38%	131
2022 Q3	$265K	Buy	+3,050	New	+$292K	0.34%	128
2021 Q2	–	Sell	-6,900	Closed	-$613K	–	274
2021 Q1	$613K	Hold	6,900	–	–	0.51%	55
2020 Q4	$563K	Hold	6,900	–	–	0.51%	55
2020 Q3	$436K	Buy	+6,900	New	+$407K	0.41%	75
2019 Q4	–	Sell	-4,000	Closed	-$262K	–	316
2019 Q3	$262K	Buy	+4,000	New	+$257K	0.14%	214

Other funds holding WLK

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Yorktown Management & Research Company's WLK Position: Q2 2025 in Review

Yorktown Management & Research Company sold out of Westlake Corp (WLK) in Q2 2025, closing a stake of 3,050 shares — an estimated $305K sold.

Yorktown Management & Research Company first reported a position in WLK in Q3 2019 and held it in 15 quarters. The position peaked at $613K in Q1 2021. 306 funds tracked by Wall St. Rank hold WLK as of Q2 2025.

Yorktown Management & Research Company reported no remaining Westlake Corp position as of Q2 2025 after selling out during the quarter.
Yorktown Management & Research Company sold 3,050 Westlake Corp shares in Q2 2025, an estimated $305K.
Yorktown Management & Research Company first reported a position in Westlake Corp in Q3 2019 and held it in 15 quarters.
Yorktown Management & Research Company's Westlake Corp position peaked at $613K in Q1 2021.
306 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2025.

Based on Yorktown Management & Research Company's 13F filing for Q2 2025, filed 4 Aug 2025.