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 Q3	$1.69M	Buy	26,155 +830	+3%	+$58.9K	0.13%	167
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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Fiduciary Alliance's WPC Position: Q3 2026 in Review

Fiduciary Alliance increased its W.P. Carey (WPC) stake by 3.3% in Q3 2026, buying an estimated $58.9K and bringing the position to 26,155 shares worth $1.69M. The position accounts for 0.13% of the portfolio, ranked #167.

Fiduciary Alliance first reported a position in WPC in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.81M in Q1 2026. 165 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

Fiduciary Alliance held 26,155 shares of W.P. Carey worth $1.69M as of Q3 2026.
Fiduciary Alliance bought 830 W.P. Carey shares in Q3 2026, an estimated $58.9K.
W.P. Carey made up 0.13% of Fiduciary Alliance's portfolio in Q3 2026, its #167 holding.
Fiduciary Alliance first reported a position in W.P. Carey in Q2 2023 and has held it in 9 quarters since.
Fiduciary Alliance's W.P. Carey position peaked at $1.81M in Q1 2026.
165 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.