CW
WPC icon

CreativeOne Wealth’s W.P. Carey WPC Stock Holding History

CreativeOne Wealth’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 		$276K Buy
3,859
+578
+18% +$42.4K 0.01% 1033
2026
Q1 		$223K Buy
+3,281
New +$230K 0.01% 1088
2025
Q4 		– Sell
-3,090
Closed -$209K – 1268
2025
Q3 		$209K Sell
3,090
-579
-16% -$37.9K 0.01% 1089
2025
Q2 		$229K Buy
3,669
+143
+4% +$8.8K 0.01% 1019
2025
Q1 		$223K Sell
3,526
-721
-17% -$42.7K 0.01% 963
2024
Q4 		$231K Buy
4,247
+11
+0.3% +$627 0.01% 973
2024
Q3 		$264K Buy
4,236
+523
+14% +$31K 0.01% 814
2024
Q2 		$204K Buy
+3,713
New +$209K 0.01% 730
2023
Q3 		– Sell
-5,579
Closed -$369K – 834
2023
Q2 		$369K Buy
5,579
+828
+17% +$57.6K 0.02% 579
2023
Q1 		$360K Buy
4,751
+1,113
+31% +$88.7K 0.02% 566
2022
Q4 		$278K Buy
3,638
+208
+6% +$15.6K 0.02% 594
2022
Q3 		$234K Sell
3,430
-1,193
-26% -$97.7K 0.01% 631
2022
Q2 		$375K Buy
4,623
+1,073
+30% +$86.6K 0.02% 484
2022
Q1 		$281K Buy
+3,550
New +$272K 0.01% 601

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

CreativeOne Wealth's WPC Position: Q2 2026 in Review

CreativeOne Wealth increased its W.P. Carey (WPC) stake by 18% in Q2 2026, buying an estimated $42.4K and bringing the position to 3,859 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #1033.

CreativeOne Wealth first reported a position in WPC in Q1 2022 and has held it in 14 quarters since. The position peaked at $375K in Q2 2022. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • CreativeOne Wealth held 3,859 shares of W.P. Carey worth $276K as of Q2 2026.
  • CreativeOne Wealth bought 578 W.P. Carey shares in Q2 2026, an estimated $42.4K.
  • W.P. Carey made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1033 holding.
  • CreativeOne Wealth first reported a position in W.P. Carey in Q1 2022 and has held it in 14 quarters since.
  • CreativeOne Wealth's W.P. Carey position peaked at $375K in Q2 2022.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.