Balance Wealth
WPC icon

Balance Wealth’s W.P. Carey WPC Stock Holding History

Balance 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
Q3 		$905 Buy
+14
New +$993 ﹤0.01% 846

Other funds holding WPC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Balance Wealth's WPC Position: Q3 2026 in Review

Balance Wealth opened a new position in W.P. Carey (WPC) in Q3 2026: 14 shares worth $905. The stake represents ﹤0.01% of the portfolio and ranks #846 among its holdings.

747 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Balance Wealth held 14 shares of W.P. Carey worth $905 as of Q3 2026.
  • W.P. Carey was a new Balance Wealth position in Q3 2026.
  • W.P. Carey made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #846 holding.
  • 747 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.