Darwin Wealth Management
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Darwin Wealth Management’s W.P. Carey WPC Stock Holding History

Darwin 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
Q3 		$37K Buy
+572
New +$40.6K 0.01% 386
2020
Q2 		– Sell
-606
Closed -$34K – 796
2020
Q1 		$34K Buy
+606
New +$46K 0.01% 292

Other funds holding WPC

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Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Darwin Wealth Management's WPC Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in W.P. Carey (WPC) in Q3 2026: 572 shares worth $37K. The stake represents 0.01% of the portfolio and ranks #386 among its holdings. This is a return to the name: Darwin Wealth Management previously reported a position in WPC as recently as Q1 2020.

Darwin Wealth Management first reported a position in WPC in Q1 2020 and has held it in 2 quarters since. 547 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Darwin Wealth Management held 572 shares of W.P. Carey worth $37K as of Q3 2026.
  • W.P. Carey was a new Darwin Wealth Management position in Q3 2026.
  • W.P. Carey made up 0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #386 holding.
  • Darwin Wealth Management first reported a position in W.P. Carey in Q1 2020 and has held it in 2 quarters since.
  • 547 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.