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Fourth Dimension Wealth’s W.P. Carey WPC Stock Holding History

Fourth Dimension 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 		$28.7K Sell
402
-3
-0.7% -$220 0.01% 337
2026
Q1 		$27.5K Sell
405
-395
-49% -$27.7K 0.01% 282
2025
Q4 		$51.5K Hold
800
– – 0.02% 232
2025
Q3 		$54.1K Hold
800
– – 0.02% 219
2025
Q2 		$49.9K Hold
800
– – 0.02% 226
2025
Q1 		$50.5K Hold
800
– – 0.02% 217
2024
Q4 		$43.6K Buy
+800
New +$45.6K 0.02% 236

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fourth Dimension Wealth's WPC Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its W.P. Carey (WPC) stake by 0.74% in Q2 2026, selling an estimated $220 and leaving 402 shares worth $28.7K. The position accounts for 0.01% of the portfolio, ranked #337.

Fourth Dimension Wealth first reported a position in WPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $54.1K in Q3 2025. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Fourth Dimension Wealth held 402 shares of W.P. Carey worth $28.7K as of Q2 2026.
  • Fourth Dimension Wealth sold 3 W.P. Carey shares in Q2 2026, an estimated $220.
  • W.P. Carey made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #337 holding.
  • Fourth Dimension Wealth first reported a position in W.P. Carey in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's W.P. Carey position peaked at $54.1K in Q3 2025.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.