Jump Financial’s W.P. Carey WPC Stock Holding History

Jump Financial’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	$2.35M	Buy	+32,800	New	+$2.4M	0.02%	832
2025 Q2	–	Sell	-72,966	Closed	-$4.6M	–	2229
2025 Q1	$4.6M	Buy	+72,966	New	+$4.32M	0.06%	359
2023 Q3	–	Sell	-7,165	Closed	-$474K	–	2299
2023 Q2	$474K	Sell	7,165 -68,138	-90%	-$4.74M	0.02%	1055
2023 Q1	$5.71M	Buy	+75,303	New	+$6M	0.23%	124
2022 Q2	–	Sell	-5,701	Closed	-$451K	–	2063
2022 Q1	$451K	Buy	+5,701	New	+$437K	0.02%	863
2021 Q4	–	Sell	-3,970	Closed	-$284K	–	1764
2021 Q3	$284K	Sell	3,970 -1,673	-30%	-$127K	0.02%	687
2021 Q2	$412K	Buy	+5,643	New	+$413K	0.04%	542
2021 Q1	–	Sell	-8,558	Closed	-$592K	–	1332
2020 Q4	$592K	Buy	8,558 +1,718	+25%	+$115K	0.1%	325
2020 Q3	$436K	Buy	+6,840	New	+$461K	0.09%	373

Other funds holding WPC

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jump Financial's WPC Position: Q2 2026 in Review

Jump Financial opened a new position in W.P. Carey (WPC) in Q2 2026: 32,800 shares worth $2.35M. The stake represents 0.02% of the portfolio and ranks #832 among its holdings. This is a return to the name: Jump Financial previously reported a position in WPC as recently as Q1 2025.

Jump Financial first reported a position in WPC in Q3 2020 and has held it in 9 quarters since. The position peaked at $5.71M in Q1 2023. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Jump Financial held 32,800 shares of W.P. Carey worth $2.35M as of Q2 2026.
W.P. Carey was a new Jump Financial position in Q2 2026.
W.P. Carey made up 0.02% of Jump Financial's portfolio in Q2 2026, its #832 holding.
Jump Financial first reported a position in W.P. Carey in Q3 2020 and has held it in 9 quarters since.
Jump Financial's W.P. Carey position peaked at $5.71M in Q1 2023.
903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.