DV Trading’s W.P. Carey WPC Stock Holding History

DV Trading’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	$402K	Buy	5,618 +2,618	+87%	+$192K	0.01%	246
2026 Q1	$204K	Buy	3,000 +2,300	+329%	+$161K	﹤0.01%	451
2025 Q4	$45.1K	Buy	+700	New	+$46.6K	﹤0.01%	461

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DV Trading's WPC Position: Q2 2026 in Review

DV Trading increased its W.P. Carey (WPC) stake by 87% in Q2 2026, buying an estimated $192K and bringing the position to 5,618 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #246.

DV Trading first reported a position in WPC in Q4 2025 and has held it in 3 quarters since. 899 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

DV Trading held 5,618 shares of W.P. Carey worth $402K as of Q2 2026.
DV Trading bought 2,618 W.P. Carey shares in Q2 2026, an estimated $192K.
W.P. Carey made up 0.01% of DV Trading's portfolio in Q2 2026, its #246 holding.
DV Trading first reported a position in W.P. Carey in Q4 2025 and has held it in 3 quarters since.
899 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on DV Trading's 13F filing for Q2 2026, filed 14 Aug 2026.