High Note Wealth’s W.P. Carey WPC Stock Holding History

High Note 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 Q1	$5.84K	Hold	86	–	–	﹤0.01%	488
2025 Q4	$5.54K	Sell	86 -5	-5%	-$333	﹤0.01%	462
2025 Q3	$6.15K	Buy	91 +1	+1%	+$65	﹤0.01%	389
2025 Q2	$5.61K	Sell	90 -2	-2%	-$123	﹤0.01%	384
2025 Q1	$5.81K	Buy	92 +54	+142%	+$3.2K	﹤0.01%	368
2024 Q4	$2.07K	Buy	+38	New	+$2.17K	﹤0.01%	682

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

High Note Wealth's WPC Position: Q1 2026 in Review

High Note Wealth held its W.P. Carey (WPC) position steady in Q1 2026 at 86 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

High Note Wealth first reported a position in WPC in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.15K in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

High Note Wealth held 86 shares of W.P. Carey worth $5.84K as of Q1 2026.
High Note Wealth left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #488 holding.
High Note Wealth first reported a position in W.P. Carey in Q4 2024 and has held it in 6 quarters since.
High Note Wealth's W.P. Carey position peaked at $6.15K in Q3 2025.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.