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Buck Wealth Strategies’s W.P. Carey WPC Stock Holding History

Buck Wealth Strategies’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 		$2.79K Buy
+39
New +$2.86K ﹤0.01% 812
2023
Q3 		– Sell
-691
Closed -$45.7K – 397
2023
Q2 		$45.7K Hold
691
– – 0.02% 85
2023
Q1 		$52.4K Buy
+691
New +$55.1K 0.03% 54

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 $3.38T AUM 44.17% 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

Buck Wealth Strategies's WPC Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in W.P. Carey (WPC) in Q2 2026: 39 shares worth $2.79K. The stake represents ﹤0.01% of the portfolio and ranks #812 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in WPC as recently as Q2 2023.

Buck Wealth Strategies first reported a position in WPC in Q1 2023 and has held it in 3 quarters since. The position peaked at $52.4K in Q1 2023. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Buck Wealth Strategies held 39 shares of W.P. Carey worth $2.79K as of Q2 2026.
  • W.P. Carey was a new Buck Wealth Strategies position in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #812 holding.
  • Buck Wealth Strategies first reported a position in W.P. Carey in Q1 2023 and has held it in 3 quarters since.
  • Buck Wealth Strategies's W.P. Carey position peaked at $52.4K in Q1 2023.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.