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Axis Wealth Partners’s W.P. Carey WPC Stock Holding History

Axis Wealth 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 		$436K Sell
6,093
-105
-2% -$7.7K 0.21% 114
2026
Q1 		$421K Sell
6,198
-832
-12% -$58.4K 0.22% 111
2025
Q4 		$452K Sell
7,030
-376
-5% -$25K 0.25% 114
2025
Q3 		$500K Sell
7,406
-260
-3% -$17K 0.29% 98
2025
Q2 		$478K Buy
7,666
+21
+0.3% +$1.29K 0.31% 92
2025
Q1 		$482K Sell
7,645
-952
-11% -$56.4K 0.36% 81
2024
Q4 		$468K Buy
+8,597
New +$490K 0.39% 76

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

Axis Wealth Partners's WPC Position: Q2 2026 in Review

Axis Wealth Partners reduced its W.P. Carey (WPC) stake by 1.7% in Q2 2026, selling an estimated $7.7K and leaving 6,093 shares worth $436K. The position accounts for 0.21% of the portfolio, ranked #114.

Axis Wealth Partners first reported a position in WPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $500K in Q3 2025. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Axis Wealth Partners held 6,093 shares of W.P. Carey worth $436K as of Q2 2026.
  • Axis Wealth Partners sold 105 W.P. Carey shares in Q2 2026, an estimated $7.7K.
  • W.P. Carey made up 0.21% of Axis Wealth Partners's portfolio in Q2 2026, its #114 holding.
  • Axis Wealth Partners first reported a position in W.P. Carey in Q4 2024 and has held it in 7 quarters since.
  • Axis Wealth Partners's W.P. Carey position peaked at $500K in Q3 2025.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.