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Gateway Wealth Partners’s W.P. Carey WPC Stock Holding History

Gateway Wealth Partners’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 		$908K Sell
12,701
-12,975
-51% -$951K 0.05% 327
2026
Q1 		$1.74M Buy
+25,676
New +$1.8M 0.07% 273

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

Gateway Wealth Partners's WPC Position: Q2 2026 in Review

Gateway Wealth Partners reduced its W.P. Carey (WPC) stake by 51% in Q2 2026, selling an estimated $951K and leaving 12,701 shares worth $908K. The position accounts for 0.05% of the portfolio, ranked #327.

Gateway Wealth Partners first reported a position in WPC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.74M in Q1 2026. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Gateway Wealth Partners held 12,701 shares of W.P. Carey worth $908K as of Q2 2026.
  • Gateway Wealth Partners sold 12,975 W.P. Carey shares in Q2 2026, an estimated $951K.
  • W.P. Carey made up 0.05% of Gateway Wealth Partners's portfolio in Q2 2026, its #327 holding.
  • Gateway Wealth Partners first reported a position in W.P. Carey in Q1 2026 and has held it in 2 quarters since.
  • Gateway Wealth Partners's W.P. Carey position peaked at $1.74M in Q1 2026.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.