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

Empirical 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	$245K	Buy	+3,433	New	+$252K	﹤0.01%	945
2023 Q2	–	Sell	-9,374	Closed	-$711K	–	516
2023 Q1	$711K	Buy	9,374 +564	+6%	+$44.9K	0.03%	272
2022 Q4	$674K	Buy	8,810 +451	+5%	+$33.9K	0.03%	264
2022 Q3	$571K	Buy	8,359 +382	+5%	+$31.3K	0.03%	276
2022 Q2	$647K	Sell	7,977 -99	-1%	-$7.99K	0.03%	260
2022 Q1	$639K	Sell	8,076 -831	-9%	-$63.7K	0.03%	285
2021 Q4	$716K	Buy	+8,907	New	+$682K	0.04%	275

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Empirical Wealth Management opened a new position in W.P. Carey (WPC) in Q2 2026: 3,433 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #945 among its holdings. This is a return to the name: Empirical Wealth Management previously reported a position in WPC as recently as Q1 2023.

Empirical Wealth Management first reported a position in WPC in Q4 2021 and has held it in 7 quarters since. The position peaked at $716K in Q4 2021. 161 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Empirical Wealth Management held 3,433 shares of W.P. Carey worth $245K as of Q2 2026.
W.P. Carey was a new Empirical Wealth Management position in Q2 2026.
W.P. Carey made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #945 holding.
Empirical Wealth Management first reported a position in W.P. Carey in Q4 2021 and has held it in 7 quarters since.
Empirical Wealth Management's W.P. Carey position peaked at $716K in Q4 2021.
161 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.