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Apella Capital’s W.P. Carey WPC Stock Holding History

Apella Capital’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 		$539K Sell
7,570
-107
-1% -$7.84K 0.01% 460
2026
Q1 		$568K Buy
7,677
+74
+1% +$5.19K 0.01% 440
2025
Q4 		$489K Buy
7,603
+271
+4% +$18K 0.01% 366
2025
Q3 		$500K Buy
+7,332
New +$480K 0.01% 326

Other funds holding WPC

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Apella Capital's WPC Position: Q2 2026 in Review

Apella Capital reduced its W.P. Carey (WPC) stake by 1.4% in Q2 2026, selling an estimated $7.84K and leaving 7,570 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #460.

Apella Capital first reported a position in WPC in Q3 2025 and has held it in 4 quarters since. The position peaked at $568K in Q1 2026. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Apella Capital held 7,570 shares of W.P. Carey worth $539K as of Q2 2026.
  • Apella Capital sold 107 W.P. Carey shares in Q2 2026, an estimated $7.84K.
  • W.P. Carey made up 0.01% of Apella Capital's portfolio in Q2 2026, its #460 holding.
  • Apella Capital first reported a position in W.P. Carey in Q3 2025 and has held it in 4 quarters since.
  • Apella Capital's W.P. Carey position peaked at $568K in Q1 2026.
  • 114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.