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Ethos Financial Group’s W.P. Carey WPC Stock Holding History

Ethos Financial Group’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 		$370K Hold
5,751
– – 0.03% 364
2025
Q4 		$370K Sell
5,751
-387
-6% -$25.8K 0.03% 347
2025
Q3 		$415K Hold
6,138
– – 0.03% 302
2025
Q2 		$383K Buy
6,138
+245
+4% +$15.1K 0.03% 304
2025
Q1 		$372K Buy
+5,893
New +$349K 0.04% 290

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

Ethos Financial Group's WPC Position: Q1 2026 in Review

Ethos Financial Group held its W.P. Carey (WPC) position steady in Q1 2026 at 5,751 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #364.

Ethos Financial Group first reported a position in WPC in Q1 2025 and has held it in 5 quarters since. The position peaked at $415K in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Ethos Financial Group held 5,751 shares of W.P. Carey worth $370K as of Q1 2026.
  • Ethos Financial Group left its W.P. Carey share count unchanged in Q1 2026.
  • W.P. Carey made up 0.03% of Ethos Financial Group's portfolio in Q1 2026, its #364 holding.
  • Ethos Financial Group first reported a position in W.P. Carey in Q1 2025 and has held it in 5 quarters since.
  • Ethos Financial Group's W.P. Carey position peaked at $415K in Q3 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.