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

Diversify 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 		$1.48M Buy
+20,611
New +$1.45M 0.03% 469

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Diversify Wealth Management's WPC Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in W.P. Carey (WPC) in Q1 2026: 20,611 shares worth $1.48M. The stake represents 0.03% of the portfolio and ranks #469 among its holdings.

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

  • Diversify Wealth Management held 20,611 shares of W.P. Carey worth $1.48M as of Q1 2026.
  • W.P. Carey was a new Diversify Wealth Management position in Q1 2026.
  • W.P. Carey made up 0.03% of Diversify Wealth Management's portfolio in Q1 2026, its #469 holding.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.