Golden State Wealth Management’s W.P. Carey WPC Stock Holding History

Golden State Wealth Management’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	$116K	Hold	1,622	–	–	0.01%	535
2026 Q1	$110K	Sell	1,622 -14	-0.9%	-$982	0.01%	495
2025 Q4	$105K	Hold	1,636	–	–	0.01%	508
2025 Q3	$111K	Hold	1,636	–	–	0.01%	482
2025 Q2	$102K	Buy	1,636 +14	+0.9%	+$862	0.01%	474
2025 Q1	$102K	Hold	1,622	–	–	0.02%	436
2024 Q4	$88.4K	Buy	+1,622	New	+$92.4K	0.01%	455
2020 Q4	–	Sell	-2,222	Closed	-$142K	–	425
2020 Q3	$142K	Buy	+2,222	New	+$150K	0.05%	227
2020 Q2	–	Sell	-2,520	Closed	-$143K	–	950
2020 Q1	$143K	Buy	+2,520	New	+$191K	0.06%	198
2019 Q4	–	Sell	-2,326	Closed	-$204K	–	970
2019 Q3	$204K	Sell	2,326 -1,086	-32%	-$92.5K	0.07%	202
2019 Q2	$271K	Buy	3,412 +26	+0.8%	+$2.06K	0.09%	181
2019 Q1	$260K	Buy	+3,386	New	+$244K	0.09%	189

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

Golden State Wealth Management's WPC Position: Q2 2026 in Review

Golden State Wealth Management held its W.P. Carey (WPC) position steady in Q2 2026 at 1,622 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #535.

Golden State Wealth Management first reported a position in WPC in Q1 2019 and has held it in 12 quarters since. The position peaked at $271K in Q2 2019. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Golden State Wealth Management held 1,622 shares of W.P. Carey worth $116K as of Q2 2026.
Golden State Wealth Management left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #535 holding.
Golden State Wealth Management first reported a position in W.P. Carey in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's W.P. Carey position peaked at $271K in Q2 2019.
902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.