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Fiduciary Alliance’s W.P. Carey WPC Stock Holding History

Fiduciary Alliance’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 		$1.81M Hold
25,325
– – 0.12% 186
2026
Q1 		$1.81M Sell
25,325
-5
-0% -$351 0.11% 193
2025
Q4 		$1.63M Sell
25,330
-125
-0.5% -$8.32K 0.11% 184
2025
Q3 		$1.72M Buy
25,455
+518
+2% +$33.9K 0.12% 166
2025
Q2 		$1.56M Sell
24,937
-285
-1% -$17.5K 0.12% 172
2025
Q1 		$1.59M Sell
25,222
-812
-3% -$48.1K 0.16% 129
2024
Q4 		$1.42M Buy
+26,034
New +$1.48M 0.14% 132
2023
Q3 		– Sell
-557
Closed -$36.9K – 952
2023
Q2 		$36.9K Buy
+557
New +$38.7K 0.01% 347

Other funds holding WPC

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Fiduciary Alliance's WPC Position: Q2 2026 in Review

Fiduciary Alliance held its W.P. Carey (WPC) position steady in Q2 2026 at 25,325 shares worth $1.81M. The position accounts for 0.12% of the portfolio, ranked #186.

Fiduciary Alliance first reported a position in WPC in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.81M in Q1 2026. 134 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Fiduciary Alliance held 25,325 shares of W.P. Carey worth $1.81M as of Q2 2026.
  • Fiduciary Alliance left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up 0.12% of Fiduciary Alliance's portfolio in Q2 2026, its #186 holding.
  • Fiduciary Alliance first reported a position in W.P. Carey in Q2 2023 and has held it in 8 quarters since.
  • Fiduciary Alliance's W.P. Carey position peaked at $1.81M in Q1 2026.
  • 134 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.