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Action Point Financial Planning’s W.P. Carey WPC Stock Holding History

Action Point Financial Planning’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.87K Buy
+99
New +$7.25K ﹤0.01% 1652

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Action Point Financial Planning's WPC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in W.P. Carey (WPC) in Q2 2026: 99 shares worth $6.87K. The stake represents ﹤0.01% of the portfolio and ranks #1652 among its holdings.

895 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Action Point Financial Planning held 99 shares of W.P. Carey worth $6.87K as of Q2 2026.
  • W.P. Carey was a new Action Point Financial Planning position in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1652 holding.
  • 895 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.