Cadence Bank’s W.P. Carey WPC Stock Holding History

Cadence Bank’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 Q4	$258K	Hold	4,001	–	–	0.02%	294
2025 Q3	$270K	Hold	4,001	–	–	0.02%	291
2025 Q2	$250K	Buy	4,001 +1	+0%	+$62	0.02%	300
2025 Q1	$252K	Hold	4,000	–	–	0.02%	293
2024 Q4	$218K	Hold	4,000	–	–	0.01%	313
2024 Q3	$249K	Sell	4,000 -132	-3%	-$7.83K	0.02%	304
2024 Q2	$227K	Sell	4,132 -501	-11%	-$28.2K	0.02%	278
2024 Q1	$261K	Hold	4,633	–	–	0.02%	299
2023 Q4	$300K	Sell	4,633 -97	-2%	-$5.59K	0.02%	276
2023 Q3	$251K	Sell	4,730 -70	-1%	-$4.48K	0.02%	291
2023 Q2	$318K	Buy	+4,800	New	+$334K	0.03%	271

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

Cadence Bank's WPC Position: Q4 2025 in Review

Cadence Bank held its W.P. Carey (WPC) position steady in Q4 2025 at 4,001 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #294.

Cadence Bank first reported a position in WPC in Q2 2023 and has held it in 11 quarters since. The position peaked at $318K in Q2 2023. 856 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

Cadence Bank held 4,001 shares of W.P. Carey worth $258K as of Q4 2025.
Cadence Bank left its W.P. Carey share count unchanged in Q4 2025.
W.P. Carey made up 0.02% of Cadence Bank's portfolio in Q4 2025, its #294 holding.
Cadence Bank first reported a position in W.P. Carey in Q2 2023 and has held it in 11 quarters since.
Cadence Bank's W.P. Carey position peaked at $318K in Q2 2023.
856 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.