EFG International’s W.P. Carey WPC Stock Holding History

EFG International’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	$740K	Buy	10,884 +3,653	+51%	+$256K	0.02%	443
2025 Q4	$465K	Buy	+7,231	New	+$482K	0.01%	482

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EFG International's WPC Position: Q1 2026 in Review

EFG International increased its W.P. Carey (WPC) stake by 51% in Q1 2026, buying an estimated $256K and bringing the position to 10,884 shares worth $740K. The position accounts for 0.02% of the portfolio, ranked #443.

EFG International first reported a position in WPC in Q4 2025 and has held it in 2 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

EFG International held 10,884 shares of W.P. Carey worth $740K as of Q1 2026.
EFG International bought 3,653 W.P. Carey shares in Q1 2026, an estimated $256K.
W.P. Carey made up 0.02% of EFG International's portfolio in Q1 2026, its #443 holding.
EFG International first reported a position in W.P. Carey in Q4 2025 and has held it in 2 quarters since.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on EFG International's 13F filing for Q1 2026, filed 15 May 2026.