DiNuzzo Private Wealth’s W.P. Carey WPC Stock Holding History

DiNuzzo Private 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 Q3	$14.7K	Hold	227	–	–	﹤0.01%	240
2026 Q2	$16.2K	Hold	227	–	–	﹤0.01%	226
2026 Q1	$15.4K	Hold	227	–	–	﹤0.01%	221
2025 Q4	$14.6K	Hold	227	–	–	﹤0.01%	227
2025 Q3	$15.2K	Hold	227	–	–	﹤0.01%	212
2025 Q2	$14.2K	Hold	227	–	–	﹤0.01%	214
2025 Q1	$14.3K	Hold	227	–	–	﹤0.01%	204
2024 Q4	$12.4K	Hold	227	–	–	﹤0.01%	208
2024 Q3	$14.1K	Hold	227	–	–	﹤0.01%	210
2024 Q2	$12.5K	Hold	227	–	–	﹤0.01%	172
2024 Q1	$12.8K	Hold	227	–	–	﹤0.01%	157
2023 Q4	$14.7K	Buy	+227	New	+$13.1K	﹤0.01%	147

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

DiNuzzo Private Wealth's WPC Position: Q3 2026 in Review

DiNuzzo Private Wealth held its W.P. Carey (WPC) position steady in Q3 2026 at 227 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

DiNuzzo Private Wealth first reported a position in WPC in Q4 2023 and has held it in 12 quarters since. The position peaked at $16.2K in Q2 2026. 279 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

DiNuzzo Private Wealth held 227 shares of W.P. Carey worth $14.7K as of Q3 2026.
DiNuzzo Private Wealth left its W.P. Carey share count unchanged in Q3 2026.
W.P. Carey made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #240 holding.
DiNuzzo Private Wealth first reported a position in W.P. Carey in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's W.P. Carey position peaked at $16.2K in Q2 2026.
279 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.