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

Dogwood 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
Q2 		$6.08K Sell
85
-58
-41% -$4.25K ﹤0.01% 473
2026
Q1 		$9.7K Buy
143
+27
+23% +$1.89K ﹤0.01% 354
2025
Q4 		$7.45K Sell
116
-26
-18% -$1.73K ﹤0.01% 346
2025
Q3 		$9.58K Buy
142
+28
+25% +$1.83K ﹤0.01% 279
2025
Q2 		$7.08K Buy
114
+43
+61% +$2.65K ﹤0.01% 345
2025
Q1 		$4.46K Buy
71
+1
+1% +$59 ﹤0.01% 252
2024
Q4 		$3.79K Buy
+70
New +$3.99K ﹤0.01% 214
2024
Q3 		– Hold
0
– – – 578
2024
Q2 		– Hold
0
– – – 613
2024
Q1 		– Hold
0
– – – 617
2023
Q4 		– Hold
0
– – – 585

Other funds holding WPC

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Dogwood Wealth Management's WPC Position: Q2 2026 in Review

Dogwood Wealth Management reduced its W.P. Carey (WPC) stake by 41% in Q2 2026, selling an estimated $4.25K and leaving 85 shares worth $6.08K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Dogwood Wealth Management first reported a position in WPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.7K in Q1 2026. 138 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Dogwood Wealth Management held 85 shares of W.P. Carey worth $6.08K as of Q2 2026.
  • Dogwood Wealth Management sold 58 W.P. Carey shares in Q2 2026, an estimated $4.25K.
  • W.P. Carey made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #473 holding.
  • Dogwood Wealth Management first reported a position in W.P. Carey in Q4 2024 and has held it in 7 quarters since.
  • Dogwood Wealth Management's W.P. Carey position peaked at $9.7K in Q1 2026.
  • 138 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.