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Aspect Partners’s W.P. Carey WPC Stock Holding History

Aspect Partners’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 		– Sell
-25
Closed -$1.7K – 758
2026
Q1 		$1.7K Hold
25
– – ﹤0.01% 518
2025
Q4 		$1.61K Hold
25
– – ﹤0.01% 576
2025
Q3 		$1.69K Buy
+25
New +$1.64K ﹤0.01% 585

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

Aspect Partners's WPC Position: Q2 2026 in Review

Aspect Partners sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 25 shares — an estimated $1.7K sold.

Aspect Partners first reported a position in WPC in Q3 2025 and held it in 3 quarters. The position peaked at $1.7K in Q1 2026. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Aspect Partners reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
  • Aspect Partners sold 25 W.P. Carey shares in Q2 2026, an estimated $1.7K.
  • Aspect Partners first reported a position in W.P. Carey in Q3 2025 and held it in 3 quarters.
  • Aspect Partners's W.P. Carey position peaked at $1.7K in Q1 2026.
  • 114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.