Yousif Capital Management’s Westlake Corp WLK Stock Holding History

Yousif Capital Management’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	$1.23M	Sell	10,518 -537	-5%	-$52.1K	0.01%	935
2025 Q4	$928K	Sell	11,055 -162	-1%	-$11.5K	0.01%	1121
2025 Q3	$864K	Sell	11,217 -651	-5%	-$54.2K	0.01%	1179
2025 Q2	$901K	Sell	11,868 -278	-2%	-$22.7K	0.01%	1185
2025 Q1	$1.21M	Sell	12,146 -41	-0.3%	-$4.54K	0.01%	994
2024 Q4	$1.4M	Sell	12,187 -395	-3%	-$51.4K	0.02%	952
2024 Q3	$1.89M	Sell	12,582 -1,275	-9%	-$183K	0.02%	800
2024 Q2	$2.01M	Sell	13,857 -1,108	-7%	-$170K	0.02%	762
2024 Q1	$2.29M	Sell	14,965 -323	-2%	-$45.5K	0.03%	743
2023 Q4	$2.14M	Sell	15,288 -349	-2%	-$44.3K	0.03%	772
2023 Q3	$1.95M	Sell	15,637 -2,130	-12%	-$273K	0.02%	751
2023 Q2	$2.12M	Sell	17,767 -545	-3%	-$62.4K	0.03%	738
2023 Q1	$2.12M	Sell	18,312 -155	-0.8%	-$17.9K	0.03%	732
2022 Q4	$1.89M	Buy	+18,467	New	+$1.86M	0.02%	805

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