As of the latest SEC filings, WESTLAKE CORP (WLK) is held by 330 institutional funds. The largest fund shareholder is Income Fund of America (AMECX), holding an estimated $283,257,946.40 in market value, representing 0.19% of its portfolio.
Funds holding WESTLAKE CORP (WLK)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WLK
- CIK:
- 0001262823
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
AMECX
Income Fund of America
|
MF | Independent / Boutique | 0.19% | $283,257,946.40 | 2,457,130 | Apr 30, 2026 | Jun 26, 2026 |
|
VWELX
VANGUARD WELLINGTON FUND
|
MF | Vanguard | 0.15% | $183,316,202.74 | 1,739,573 | Feb 28, 2026 | Apr 28, 2026 |
|
RRMVX
T. Rowe Price Mid-Cap Value Fund, Inc.
|
MF | T. Rowe Price | 1.01% | $149,519,319.84 | 1,279,912 | Mar 31, 2026 | May 28, 2026 |
|
ANWPX
New Perspective Fund
|
MF | Independent / Boutique | 0.09% | $143,632,760.04 | 1,229,522 | Mar 31, 2026 | May 28, 2026 |
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.12% | $128,990,774.88 | 1,104,184 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $119,025,327.96 | 1,018,878 | Mar 31, 2026 | May 28, 2026 |
|
PAVE
Global X U.S. Infrastructure Development ETF
|
ETF | Independent / Boutique | 0.75% | $92,836,618.60 | 880,970 | Feb 28, 2026 | Apr 29, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.05% | $86,139,446.58 | 737,369 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.09% | $54,850,494.60 | 469,530 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.05% | $43,528,767.48 | 372,614 | Mar 31, 2026 | May 28, 2026 |
|
SDY
State Street(R) SPDR(R) S&P(R) Dividend ETF
|
ETF | State Street (SPDR) | 0.16% | $32,846,513.04 | 281,172 | Mar 31, 2026 | May 28, 2026 |
|
REGL
ProShares S&P MidCap 400 Dividend Aristocrats ETF
|
ETF | ProShares | 1.77% | $31,178,569.84 | 295,868 | Feb 28, 2026 | Apr 24, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.12% | $29,365,277.04 | 251,372 | Mar 31, 2026 | Jun 1, 2026 |
|
FPURX
Fidelity Puritan Fund
|
MF | Fidelity | 0.09% | $28,010,004.00 | 265,800 | Feb 28, 2026 | Apr 24, 2026 |
|
TCMVX
Nuveen Mid Cap Value Fund
|
MF | TIAA / Nuveen | 1.62% | $26,986,125.76 | 234,092 | Apr 30, 2026 | Jun 24, 2026 |
|
JDPAX
Janus Henderson Mid Cap Value Fund
|
MF | Independent / Boutique | 1.37% | $26,854,347.96 | 229,878 | Mar 31, 2026 | May 29, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.14% | $26,820,814.24 | 232,658 | Apr 30, 2026 | Jun 24, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.02% | $21,579,378.48 | 187,191 | Apr 30, 2026 | Jun 26, 2026 |
|
IJJ
iShares S&P Mid-Cap 400 Value ETF
|
ETF | BlackRock / iShares | 0.25% | $19,837,554.66 | 169,813 | Mar 31, 2026 | May 28, 2026 |
|
FKASX
Federated Hermes Kaufmann Small Cap Fund
|
MF | Federated Hermes | 0.68% | $19,655,240.00 | 170,500 | Apr 30, 2026 | Jun 23, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.05% | $19,429,015.98 | 184,371 | Feb 28, 2026 | Apr 24, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.12% | $19,050,771.96 | 163,078 | Mar 31, 2026 | May 28, 2026 |
|
SMVZX
Virtus Ceredex Mid-Cap Value Equity Fund
|
MF | Duff & Phelps / Virtus | 1.58% | $18,107,100.00 | 155,000 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.23% | $17,453,392.00 | 151,400 | Apr 30, 2026 | Jun 29, 2026 |
|
FUND
SPROTT FOCUS TRUST INC.
|
CEF | Independent / Boutique | 4.95% | $15,770,700.00 | 135,000 | Mar 31, 2026 | May 19, 2026 |
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