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Impact Partnership Wealth’s W.P. Carey WPC Stock Holding History

Impact Partnership 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
2025
Q2 		– Sell
-6,859
Closed -$433K – 355
2025
Q1 		$433K Sell
6,859
-1,440
-17% -$85.2K 0.09% 136
2024
Q4 		$452K Buy
8,299
+289
+4% +$16.5K 0.09% 142
2024
Q3 		$499K Buy
+8,010
New +$475K 0.11% 111
2024
Q2 		– Sell
-6,707
Closed -$379K – 697
2024
Q1 		$379K Buy
+6,707
New +$401K 0.15% 98
2023
Q4 		– Sell
-1,066
Closed -$56.5K – 1095
2023
Q3 		$56.5K Buy
+1,066
New +$68.3K 0.02% 382

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Impact Partnership Wealth's WPC Position: Q2 2025 in Review

Impact Partnership Wealth sold out of W.P. Carey (WPC) in Q2 2025, closing a stake of 6,859 shares — an estimated $433K sold.

Impact Partnership Wealth first reported a position in WPC in Q3 2023 and held it in 5 quarters. The position peaked at $499K in Q3 2024. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

  • Impact Partnership Wealth reported no remaining W.P. Carey position as of Q2 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 6,859 W.P. Carey shares in Q2 2025, an estimated $433K.
  • Impact Partnership Wealth first reported a position in W.P. Carey in Q3 2023 and held it in 5 quarters.
  • Impact Partnership Wealth's W.P. Carey position peaked at $499K in Q3 2024.
  • 819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on Impact Partnership Wealth's 13F filing for Q2 2025, filed 4 Aug 2025.