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Laird Norton Wetherby Wealth Management’s W.P. Carey WPC Stock Holding History

Laird Norton Wetherby Wealth Management’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
Q3 		$415K Sell
6,140
-52
-0.8% -$3.4K 0.02% 643
2025
Q2 		$386K Buy
+6,192
New +$381K 0.02% 649
2024
Q4 		$318K Sell
5,838
-1,745
-23% -$99.4K 0.02% 686
2024
Q3 		$472K Buy
7,583
+72
+1% +$4.27K 0.02% 581
2024
Q2 		$413K Buy
7,511
+280
+4% +$15.8K 0.02% 599
2024
Q1 		$408K Sell
7,231
-217
-3% -$13K 0.02% 628
2023
Q4 		$483K Sell
7,448
-462
-6% -$26.6K 0.03% 558
2023
Q3 		$419K Buy
7,910
+414
+6% +$26.5K 0.02% 577
2023
Q2 		$496K Sell
7,496
-128
-2% -$8.9K 0.03% 542
2023
Q1 		$578K Buy
7,624
+1,706
+29% +$136K 0.03% 484
2022
Q4 		$453K Sell
5,918
-2,208
-27% -$166K 0.03% 555
2022
Q3 		$556K Buy
8,126
+43
+0.5% +$3.52K 0.04% 456
2022
Q2 		$656K Buy
8,083
+5,493
+212% +$443K 0.04% 403
2022
Q1 		$205K Sell
2,590
-301
-10% -$23.1K 0.01% 854
2021
Q4 		$232K Buy
+2,891
New +$221K 0.01% 808
2020
Q2 		– Sell
-3,760
Closed -$214K – 754
2020
Q1 		$214K Buy
3,760
+844
+29% +$64K 0.02% 557
2019
Q4 		$229K Sell
2,916
-830
-22% -$69.5K 0.02% 624
2019
Q3 		$328K Sell
3,746
-313
-8% -$26.7K 0.03% 515
2019
Q2 		$323K Buy
4,059
+592
+17% +$46.9K 0.04% 513
2019
Q1 		$266K Buy
3,467
+301
+10% +$21.7K 0.03% 551
2018
Q4 		$203K Buy
+3,166
New +$206K 0.03% 586

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Laird Norton Wetherby Wealth Management's WPC Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its W.P. Carey (WPC) stake by 0.84% in Q3 2025, selling an estimated $3.4K and leaving 6,140 shares worth $415K. The position accounts for 0.02% of the portfolio, ranked #643.

Laird Norton Wetherby Wealth Management first reported a position in WPC in Q4 2018 and has held it in 21 quarters since. The position peaked at $656K in Q2 2022. 818 funds tracked by Wall St. Rank hold WPC as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 6,140 shares of W.P. Carey worth $415K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 52 W.P. Carey shares in Q3 2025, an estimated $3.4K.
  • W.P. Carey made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #643 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in W.P. Carey in Q4 2018 and has held it in 21 quarters since.
  • Laird Norton Wetherby Wealth Management's W.P. Carey position peaked at $656K in Q2 2022.
  • 818 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.