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 Q1	$119K	Buy	+1,748	New	+$123K	﹤0.01%	419

Other funds holding WPC

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Cassaday & Co Wealth Management's WPC Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in W.P. Carey (WPC) in Q1 2026: 1,748 shares worth $119K. The stake represents ﹤0.01% of the portfolio and ranks #419 among its holdings.

865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Cassaday & Co Wealth Management held 1,748 shares of W.P. Carey worth $119K as of Q1 2026.
W.P. Carey was a new Cassaday & Co Wealth Management position in Q1 2026.
W.P. Carey made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #419 holding.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.