Exencial Wealth Advisors’s W.P. Carey WPC Stock Holding History

Exencial Wealth Advisors’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
2025 Q4	–	Sell	-3,068	Closed	-$207K	–	570
2025 Q3	$207K	Buy	+3,068	New	+$201K	0.01%	508

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Norges Bank Oslo, Norway $1T AUM

Exencial Wealth Advisors's WPC Position: Q4 2025 in Review

Exencial Wealth Advisors sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 3,068 shares — an estimated $207K sold.

Exencial Wealth Advisors first reported a position in WPC in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 858 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

Exencial Wealth Advisors reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
Exencial Wealth Advisors sold 3,068 W.P. Carey shares in Q4 2025, an estimated $207K.
Exencial Wealth Advisors first reported a position in W.P. Carey in Q3 2025 and held it in 1 quarter.
Exencial Wealth Advisors's W.P. Carey position peaked at $207K in Q3 2025.
858 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on Exencial Wealth Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.