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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
Q2 		$808K Buy
11,300
+416
+4% +$30.5K 0.01% 448
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EFG International's WPC Position: Q2 2026 in Review

EFG International increased its W.P. Carey (WPC) stake by 3.8% in Q2 2026, buying an estimated $30.5K and bringing the position to 11,300 shares worth $808K. The position accounts for 0.01% of the portfolio, ranked #448.

EFG International first reported a position in WPC in Q4 2025 and has held it in 3 quarters since. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • EFG International held 11,300 shares of W.P. Carey worth $808K as of Q2 2026.
  • EFG International bought 416 W.P. Carey shares in Q2 2026, an estimated $30.5K.
  • W.P. Carey made up 0.01% of EFG International's portfolio in Q2 2026, its #448 holding.
  • EFG International first reported a position in W.P. Carey in Q4 2025 and has held it in 3 quarters since.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.