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Cassaday & Co Wealth Management’s W.P. Carey WPC Stock Holding History

Cassaday & Co 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
2026
Q2 		$125K Hold
1,748
– – ﹤0.01% 427
2026
Q1 		$119K Buy
+1,748
New +$123K ﹤0.01% 419

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 $3.37T AUM 44.26% 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

Cassaday & Co Wealth Management's WPC Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its W.P. Carey (WPC) position steady in Q2 2026 at 1,748 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Cassaday & Co Wealth Management first reported a position in WPC in Q1 2026 and has held it in 2 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,748 shares of W.P. Carey worth $125K as of Q2 2026.
  • Cassaday & Co Wealth Management left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #427 holding.
  • Cassaday & Co Wealth Management first reported a position in W.P. Carey in Q1 2026 and has held it in 2 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.