Evolve Private Wealth’s W.P. Carey WPC Stock Holding History

Evolve Private Wealth’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	–	Sell	-3,111	Closed	-$211K	–	1246
2026 Q1	$211K	Sell	3,111 -326	-9%	-$22.9K	0.01%	919
2025 Q4	$224K	Buy	+3,437	New	+$229K	0.01%	832

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Evolve Private Wealth's WPC Position: Q2 2026 in Review

Evolve Private Wealth sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 3,111 shares — an estimated $211K sold.

Evolve Private Wealth first reported a position in WPC in Q4 2025 and held it in 2 quarters. The position peaked at $224K in Q4 2025. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Evolve Private Wealth reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 3,111 W.P. Carey shares in Q2 2026, an estimated $211K.
Evolve Private Wealth first reported a position in W.P. Carey in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's W.P. Carey position peaked at $224K in Q4 2025.
905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.