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Ethic Inc’s W.P. Carey WPC Stock Holding History

Ethic Inc’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 		$2.49M Buy
36,680
+14,027
+62% +$984K 0.04% 407
2025
Q4 		$1.46M Buy
22,653
+1,545
+7% +$103K 0.02% 534
2025
Q3 		$1.43M Buy
21,108
+3,816
+22% +$250K 0.02% 533
2025
Q2 		$1.09M Buy
17,292
+9,993
+137% +$615K 0.02% 594
2025
Q1 		$460K Sell
7,299
-809
-10% -$47.9K 0.01% 813
2024
Q4 		$442K Sell
8,108
-5,100
-39% -$291K 0.01% 840
2024
Q3 		$745K Buy
13,208
+2,445
+23% +$145K 0.02% 656
2024
Q2 		$593K Sell
10,763
-2,445
-19% -$138K 0.01% 719
2024
Q1 		$745K Sell
13,208
-9,773
-43% -$585K 0.02% 656
2023
Q4 		$1.49M Buy
22,981
+11,256
+96% +$648K 0.04% 428
2023
Q3 		$621K Buy
11,725
+4,479
+62% +$287K 0.02% 608
2023
Q2 		$479K Buy
7,246
+450
+7% +$31.3K 0.02% 665
2023
Q1 		$516K Sell
6,796
-774
-10% -$61.7K 0.02% 640
2022
Q4 		$579K Buy
7,570
+1,507
+25% +$113K 0.03% 531
2022
Q3 		$414K Buy
6,063
+1,295
+27% +$106K 0.03% 544
2022
Q2 		$387K Buy
4,768
+647
+16% +$52.2K 0.03% 552
2022
Q1 		$326K Sell
4,121
-1,086
-21% -$83.3K 0.02% 584
2021
Q4 		$418K Buy
5,207
+1,542
+42% +$118K 0.03% 450
2021
Q3 		$262K Buy
+3,665
New +$279K 0.03% 512

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

Ethic Inc's WPC Position: Q1 2026 in Review

Ethic Inc increased its W.P. Carey (WPC) stake by 62% in Q1 2026, buying an estimated $984K and bringing the position to 36,680 shares worth $2.49M. The position accounts for 0.04% of the portfolio, ranked #407.

Ethic Inc first reported a position in WPC in Q3 2021 and has held it in 19 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Ethic Inc held 36,680 shares of W.P. Carey worth $2.49M as of Q1 2026.
  • Ethic Inc bought 14,027 W.P. Carey shares in Q1 2026, an estimated $984K.
  • W.P. Carey made up 0.04% of Ethic Inc's portfolio in Q1 2026, its #407 holding.
  • Ethic Inc first reported a position in W.P. Carey in Q3 2021 and has held it in 19 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.