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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
Q2 		$4.49M Buy
62,827
+360
+0.6% +$26.4K 0.09% 218
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 $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

Ashton Thomas Private Wealth's WPC Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its W.P. Carey (WPC) stake by 0.58% in Q2 2026, buying an estimated $26.4K and bringing the position to 62,827 shares worth $4.49M. The position accounts for 0.09% of the portfolio, ranked #218.

Ashton Thomas Private Wealth first reported a position in WPC in Q4 2023 and has held it in 6 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Ashton Thomas Private Wealth held 62,827 shares of W.P. Carey worth $4.49M as of Q2 2026.
  • Ashton Thomas Private Wealth bought 360 W.P. Carey shares in Q2 2026, an estimated $26.4K.
  • W.P. Carey made up 0.09% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #218 holding.
  • Ashton Thomas Private Wealth first reported a position in W.P. Carey in Q4 2023 and has held it in 6 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.