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 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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

DiNuzzo Private Wealth's WPC Position: Q2 2026 in Review

DiNuzzo Private Wealth held its W.P. Carey (WPC) position steady in Q2 2026 at 227 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

DiNuzzo Private Wealth first reported a position in WPC in Q4 2023 and has held it in 11 quarters since. 138 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

DiNuzzo Private Wealth held 227 shares of W.P. Carey worth $16.2K as of Q2 2026.
DiNuzzo Private Wealth left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #226 holding.
DiNuzzo Private Wealth first reported a position in W.P. Carey in Q4 2023 and has held it in 11 quarters since.
138 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.