Bernard Wealth Management’s W.P. Carey WPC Stock Holding History

Bernard Wealth Management’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
2025 Q2	–	Sell	-22	Closed	-$1.39K	–	402
2025 Q1	$1.39K	Buy	+22	New	+$1.3K	﹤0.01%	334

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bernard Wealth Management's WPC Position: Q2 2025 in Review

Bernard Wealth Management sold out of W.P. Carey (WPC) in Q2 2025, closing a stake of 22 shares — an estimated $1.39K sold.

Bernard Wealth Management first reported a position in WPC in Q1 2025 and held it in 1 quarter. The position peaked at $1.39K in Q1 2025. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

Bernard Wealth Management reported no remaining W.P. Carey position as of Q2 2025 after selling out during the quarter.
Bernard Wealth Management sold 22 W.P. Carey shares in Q2 2025, an estimated $1.39K.
Bernard Wealth Management first reported a position in W.P. Carey in Q1 2025 and held it in 1 quarter.
Bernard Wealth Management's W.P. Carey position peaked at $1.39K in Q1 2025.
819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.