Envestnet Portfolio Solutions
WPC icon

Envestnet Portfolio Solutions’s W.P. Carey WPC Stock Holding History

Envestnet Portfolio Solutions’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 		$609K Sell
8,966
-352
-4% -$24.7K ﹤0.01% 810
2025
Q4 		$600K Sell
9,318
-293
-3% -$19.5K ﹤0.01% 976
2025
Q3 		$649K Sell
9,611
-3,082
-24% -$202K ﹤0.01% 922
2025
Q2 		$792K Buy
12,693
+146
+1% +$8.99K ﹤0.01% 889
2025
Q1 		$792K Sell
12,547
-2,246
-15% -$133K ﹤0.01% 872
2024
Q4 		$806K Buy
14,793
+1,305
+10% +$74.3K ﹤0.01% 1026
2024
Q3 		$840K Buy
13,488
+20
+0.1% +$1.19K ﹤0.01% 963
2024
Q2 		$741K Sell
13,468
-691
-5% -$38.9K ﹤0.01% 972
2024
Q1 		$799K Buy
14,159
+1,275
+10% +$76.3K ﹤0.01% 925
2023
Q4 		$835K Buy
12,884
+1,320
+11% +$76K ﹤0.01% 844
2023
Q3 		$613K Buy
+11,564
New +$741K ﹤0.01% 902

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Portfolio Solutions's WPC Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its W.P. Carey (WPC) stake by 3.8% in Q1 2026, selling an estimated $24.7K and leaving 8,966 shares worth $609K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Envestnet Portfolio Solutions first reported a position in WPC in Q3 2023 and has held it in 11 quarters since. The position peaked at $840K in Q3 2024. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Envestnet Portfolio Solutions held 8,966 shares of W.P. Carey worth $609K as of Q1 2026.
  • Envestnet Portfolio Solutions sold 352 W.P. Carey shares in Q1 2026, an estimated $24.7K.
  • W.P. Carey made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #810 holding.
  • Envestnet Portfolio Solutions first reported a position in W.P. Carey in Q3 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's W.P. Carey position peaked at $840K in Q3 2024.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.