Financial Consulate’s W.P. Carey WPC Stock Holding History

Financial Consulate’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	$1K	Hold	14	–	–	﹤0.01%	1167
2026 Q1	$952	Hold	14	–	–	﹤0.01%	1120
2025 Q4	$902	Hold	14	–	–	﹤0.01%	1037
2025 Q3	$946	Buy	+14	New	+$916	﹤0.01%	875

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 $3.37T AUM 44.26% 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

Financial Consulate's WPC Position: Q2 2026 in Review

Financial Consulate held its W.P. Carey (WPC) position steady in Q2 2026 at 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Financial Consulate first reported a position in WPC in Q3 2025 and has held it in 4 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Financial Consulate held 14 shares of W.P. Carey worth $1K as of Q2 2026.
Financial Consulate left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1167 holding.
Financial Consulate first reported a position in W.P. Carey in Q3 2025 and has held it in 4 quarters since.
902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.