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Insight Wealth Partners’s W.P. Carey WPC Stock Holding History

Insight Wealth Partners’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 		$277K Hold
3,878
– – 0.04% 116
2026
Q1 		$264K Buy
3,878
+8
+0.2% +$561 0.04% 105
2025
Q4 		$249K Buy
3,870
+14
+0.4% +$932 0.03% 101
2025
Q3 		$261K Hold
3,856
– – 0.08% 100
2025
Q2 		$241K Hold
3,856
– – 0.09% 97
2025
Q1 		$243K Hold
3,856
– – 0.04% 97
2024
Q4 		$210K Buy
3,856
+36
+0.9% +$2.05K 0.03% 92
2024
Q3 		$238K Sell
3,820
-1,301
-25% -$77.1K 0.05% 90
2024
Q2 		$282K Sell
5,121
-3,056
-37% -$172K 0.05% 78
2024
Q1 		$462K Sell
8,177
-335
-4% -$20.1K 0.08% 61
2023
Q4 		$552K Sell
8,512
-924
-10% -$53.2K 0.1% 50
2023
Q3 		$500K Hold
9,436
– – 0.1% 51
2023
Q2 		$624K Hold
9,436
– – 0.14% 46
2023
Q1 		$716K Sell
9,436
-602
-6% -$48K 0.16% 34
2022
Q4 		$768K Hold
10,038
– – 0.57% 28
2022
Q3 		$686K Hold
10,038
– – 0.65% 28
2022
Q2 		$815K Sell
10,038
-186
-2% -$15K 0.61% 29
2022
Q1 		$810K Hold
10,224
– – 0.45% 32
2021
Q4 		$822K Hold
10,224
– – 0.15% 33
2021
Q3 		$731K Hold
10,224
– – 0.39% 31
2021
Q2 		$747K Sell
10,224
-686
-6% -$50.2K 0.4% 30
2021
Q1 		$756K Sell
10,910
-304
-3% -$20.4K 0.37% 28
2020
Q4 		$775K Hold
11,214
– – 0.47% 29
2020
Q3 		$716K Hold
11,214
– – 0.68% 29
2020
Q2 		$743K Hold
11,214
– – 0.76% 20
2020
Q1 		$638K Sell
11,214
-122
-1% -$9.25K 0.83% 23
2019
Q4 		$889K Buy
+11,336
New +$950K 0.88% 20

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Insight Wealth Partners's WPC Position: Q2 2026 in Review

Insight Wealth Partners held its W.P. Carey (WPC) position steady in Q2 2026 at 3,878 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #116.

Insight Wealth Partners first reported a position in WPC in Q4 2019 and has held it in 27 quarters since. The position peaked at $889K in Q4 2019. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Insight Wealth Partners held 3,878 shares of W.P. Carey worth $277K as of Q2 2026.
  • Insight Wealth Partners left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up 0.04% of Insight Wealth Partners's portfolio in Q2 2026, its #116 holding.
  • Insight Wealth Partners first reported a position in W.P. Carey in Q4 2019 and has held it in 27 quarters since.
  • Insight Wealth Partners's W.P. Carey position peaked at $889K in Q4 2019.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.