Independence Bank of Kentucky’s W.P. Carey WPC Stock Holding History

Independence Bank of Kentucky’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	$62.9K	Hold	880	–	–	0.01%	385
2026 Q1	$59.8K	Hold	880	–	–	0.01%	396
2025 Q4	$56.6K	Hold	880	–	–	0.01%	408
2025 Q3	$59.5K	Hold	880	–	–	0.01%	398
2025 Q2	$54.9K	Hold	880	–	–	0.01%	395
2025 Q1	$55.5K	Hold	880	–	–	0.01%	388
2024 Q4	$47.9K	Hold	880	–	–	0.01%	395
2024 Q3	$54.8K	Hold	880	–	–	0.01%	367
2024 Q2	$48.4K	Hold	880	–	–	0.01%	342
2024 Q1	$49.7K	Hold	880	–	–	0.01%	330
2023 Q4	$57K	Sell	880 -121	-12%	-$6.97K	0.02%	307
2023 Q3	$53K	Hold	1,001	–	–	0.02%	284
2023 Q2	$66.2K	Buy	+1,001	New	+$69.6K	0.03%	264
2019 Q4	–	Sell	-257	Closed	-$23K	–	374
2019 Q3	$23K	Buy	+257	New	+$21.9K	0.02%	254

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independence Bank of Kentucky's WPC Position: Q2 2026 in Review

Independence Bank of Kentucky held its W.P. Carey (WPC) position steady in Q2 2026 at 880 shares worth $62.9K. The position accounts for 0.01% of the portfolio, ranked #385.

Independence Bank of Kentucky first reported a position in WPC in Q3 2019 and has held it in 14 quarters since. The position peaked at $66.2K in Q2 2023. 649 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Independence Bank of Kentucky held 880 shares of W.P. Carey worth $62.9K as of Q2 2026.
Independence Bank of Kentucky left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up 0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #385 holding.
Independence Bank of Kentucky first reported a position in W.P. Carey in Q3 2019 and has held it in 14 quarters since.
Independence Bank of Kentucky's W.P. Carey position peaked at $66.2K in Q2 2023.
649 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.