Ankerstar Wealth’s W.P. Carey WPC Stock Holding History

Ankerstar Wealth’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	$21.9K	Hold	302	–	–	0.02%	214
2026 Q1	$20.8K	Hold	302	–	–	0.02%	208
2025 Q4	$19.7K	Buy	+302	New	+$20.1K	0.02%	225

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ankerstar Wealth's WPC Position: Q2 2026 in Review

Ankerstar Wealth held its W.P. Carey (WPC) position steady in Q2 2026 at 302 shares worth $21.9K. The position accounts for 0.02% of the portfolio, ranked #214.

Ankerstar Wealth first reported a position in WPC in Q4 2025 and has held it in 3 quarters since. 897 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Ankerstar Wealth held 302 shares of W.P. Carey worth $21.9K as of Q2 2026.
Ankerstar Wealth left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up 0.02% of Ankerstar Wealth's portfolio in Q2 2026, its #214 holding.
Ankerstar Wealth first reported a position in W.P. Carey in Q4 2025 and has held it in 3 quarters since.
897 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.