GW Henssler & Associates’s W.P. Carey WPC Stock Holding History

GW Henssler & Associates’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	$226K	Sell	3,161 -5	-0.2%	-$366	0.01%	228
2026 Q1	$215K	Hold	3,166	–	–	0.01%	214
2025 Q4	$204K	Buy	3,166 +10	+0.3%	+$666	0.01%	225
2025 Q3	$213K	Sell	3,156 -818	-21%	-$53.5K	0.01%	210
2025 Q2	$248K	Hold	3,974	–	–	0.01%	153
2025 Q1	$251K	Sell	3,974 -185	-4%	-$11K	0.01%	148
2024 Q4	$259K	Hold	4,159	–	–	0.01%	135
2024 Q3	$259K	Buy	+4,159	New	+$247K	0.01%	138

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

GW Henssler & Associates's WPC Position: Q2 2026 in Review

GW Henssler & Associates reduced its W.P. Carey (WPC) stake by 0.16% in Q2 2026, selling an estimated $366 and leaving 3,161 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #228.

GW Henssler & Associates first reported a position in WPC in Q3 2024 and has held it in 8 quarters since. The position peaked at $259K in Q4 2024. 895 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

GW Henssler & Associates held 3,161 shares of W.P. Carey worth $226K as of Q2 2026.
GW Henssler & Associates sold 5 W.P. Carey shares in Q2 2026, an estimated $366.
W.P. Carey made up 0.01% of GW Henssler & Associates's portfolio in Q2 2026, its #228 holding.
GW Henssler & Associates first reported a position in W.P. Carey in Q3 2024 and has held it in 8 quarters since.
GW Henssler & Associates's W.P. Carey position peaked at $259K in Q4 2024.
895 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.