Banque Cantonale Vaudoise’s W.P. Carey WPC Stock Holding History

Banque Cantonale Vaudoise’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	$81	Buy	+1,138	New	+$83.4K	﹤0.01%	725
2023 Q4	–	Sell	-3,353	Closed	-$178K	–	1204
2023 Q3	$178K	Sell	3,353 -323	-9%	-$20.7K	0.01%	705
2023 Q2	$243K	Hold	3,676	–	–	0.01%	671
2023 Q1	$279K	Hold	3,676	–	–	0.01%	614
2022 Q4	$281K	Hold	3,676	–	–	0.01%	617
2022 Q3	$251K	Hold	3,676	–	–	0.01%	656
2022 Q2	$299K	Hold	3,676	–	–	0.02%	632
2022 Q1	$291K	Hold	3,676	–	–	0.01%	709
2021 Q4	$296K	Hold	3,676	–	–	0.01%	737
2021 Q3	$263K	Hold	3,676	–	–	0.01%	732
2021 Q2	$268K	Hold	3,676	–	–	0.01%	776
2021 Q1	$255K	Sell	3,676 -510	-12%	-$34.2K	0.01%	721
2020 Q4	$290K	Hold	4,186	–	–	0.02%	642
2020 Q3	$268K	Sell	4,186 -5,411	-56%	-$365K	0.02%	613
2020 Q2	$636K	Sell	9,597 -3,268	-25%	-$203K	0.05%	330
2020 Q1	$732K	Sell	12,865 -11,843	-48%	-$898K	0.06%	293
2019 Q4	$1.94M	Buy	+24,708	New	+$2.07M	0.13%	174

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Banque Cantonale Vaudoise's WPC Position: Q2 2026 in Review

Banque Cantonale Vaudoise opened a new position in W.P. Carey (WPC) in Q2 2026: 1,138 shares worth $81. The stake represents ﹤0.01% of the portfolio and ranks #725 among its holdings. This is a return to the name: Banque Cantonale Vaudoise previously reported a position in WPC as recently as Q3 2023.

Banque Cantonale Vaudoise first reported a position in WPC in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.94M in Q4 2019. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Banque Cantonale Vaudoise held 1,138 shares of W.P. Carey worth $81 as of Q2 2026.
W.P. Carey was a new Banque Cantonale Vaudoise position in Q2 2026.
W.P. Carey made up ﹤0.01% of Banque Cantonale Vaudoise's portfolio in Q2 2026, its #725 holding.
Banque Cantonale Vaudoise first reported a position in W.P. Carey in Q4 2019 and has held it in 17 quarters since.
Banque Cantonale Vaudoise's W.P. Carey position peaked at $1.94M in Q4 2019.
902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Banque Cantonale Vaudoise's 13F filing for Q2 2026, filed 31 Jul 2026.