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Evergreen Wealth Solutions’s W.P. Carey WPC Stock Holding History

Evergreen Wealth 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
Q2 		$1.94M Buy
27,097
+281
+1% +$20.6K 0.1% 141
2026
Q1 		$1.82M Buy
+26,816
New +$1.88M 0.13% 119

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 $3.37T AUM 44.26% 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

Evergreen Wealth Solutions's WPC Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its W.P. Carey (WPC) stake by 1% in Q2 2026, buying an estimated $20.6K and bringing the position to 27,097 shares worth $1.94M. The position accounts for 0.1% of the portfolio, ranked #141.

Evergreen Wealth Solutions first reported a position in WPC in Q1 2026 and has held it in 2 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Evergreen Wealth Solutions held 27,097 shares of W.P. Carey worth $1.94M as of Q2 2026.
  • Evergreen Wealth Solutions bought 281 W.P. Carey shares in Q2 2026, an estimated $20.6K.
  • W.P. Carey made up 0.1% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #141 holding.
  • Evergreen Wealth Solutions first reported a position in W.P. Carey in Q1 2026 and has held it in 2 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.