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Ashton Thomas Private Wealth’s W.P. Carey WPC Stock Holding History

Ashton Thomas Private 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
Q1 		$4.25M Buy
+62,467
New +$4.38M 0.1% 219
2024
Q4 		– Sell
-27,859
Closed -$1.74M – 821
2024
Q3 		$1.74M Buy
27,859
+7,367
+36% +$437K 0.09% 235
2024
Q2 		$1.13M Buy
20,492
+2,552
+14% +$144K 0.06% 289
2024
Q1 		$1.01M Buy
17,940
+4,433
+33% +$265K 0.06% 301
2023
Q4 		$875K Buy
+13,507
New +$778K 0.06% 315

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ashton Thomas Private Wealth's WPC Position: Q1 2026 in Review

Ashton Thomas Private Wealth opened a new position in W.P. Carey (WPC) in Q1 2026: 62,467 shares worth $4.25M. The stake represents 0.1% of the portfolio and ranks #219 among its holdings. This is a return to the name: Ashton Thomas Private Wealth previously reported a position in WPC as recently as Q3 2024.

Ashton Thomas Private Wealth first reported a position in WPC in Q4 2023 and has held it in 5 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Ashton Thomas Private Wealth held 62,467 shares of W.P. Carey worth $4.25M as of Q1 2026.
  • W.P. Carey was a new Ashton Thomas Private Wealth position in Q1 2026.
  • W.P. Carey made up 0.1% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #219 holding.
  • Ashton Thomas Private Wealth first reported a position in W.P. Carey in Q4 2023 and has held it in 5 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.