Insight Wealth Partners
WPC icon

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
Q3 		$250K Sell
3,870
-8
-0.2% -$568 0.03% 124
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% -$20K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Insight Wealth Partners's WPC Position: Q3 2026 in Review

Insight Wealth Partners reduced its W.P. Carey (WPC) stake by 0.21% in Q3 2026, selling an estimated $568 and leaving 3,870 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #124.

Insight Wealth Partners first reported a position in WPC in Q4 2019 and has held it in 28 quarters since. The position peaked at $889K in Q4 2019. 497 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Insight Wealth Partners held 3,870 shares of W.P. Carey worth $250K as of Q3 2026.
  • Insight Wealth Partners sold 8 W.P. Carey shares in Q3 2026, an estimated $568.
  • W.P. Carey made up 0.03% of Insight Wealth Partners's portfolio in Q3 2026, its #124 holding.
  • Insight Wealth Partners first reported a position in W.P. Carey in Q4 2019 and has held it in 28 quarters since.
  • Insight Wealth Partners's W.P. Carey position peaked at $889K in Q4 2019.
  • 497 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.