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Laurel Oak Wealth Management’s W.P. Carey WPC Stock Holding History

Laurel Oak 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
2026
Q2 		$1.32M Sell
18,394
-1,098
-6% -$80.5K 0.19% 96
2026
Q1 		$1.32M Sell
19,492
-4,534
-19% -$318K 0.22% 84
2025
Q4 		$1.55M Buy
+24,026
New +$1.6M 0.26% 71

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 $3.38T AUM 44.17% 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

Laurel Oak Wealth Management's WPC Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its W.P. Carey (WPC) stake by 5.6% in Q2 2026, selling an estimated $80.5K and leaving 18,394 shares worth $1.32M. The position accounts for 0.19% of the portfolio, ranked #96.

Laurel Oak Wealth Management first reported a position in WPC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.55M in Q4 2025. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Laurel Oak Wealth Management held 18,394 shares of W.P. Carey worth $1.32M as of Q2 2026.
  • Laurel Oak Wealth Management sold 1,098 W.P. Carey shares in Q2 2026, an estimated $80.5K.
  • W.P. Carey made up 0.19% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Laurel Oak Wealth Management first reported a position in W.P. Carey in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's W.P. Carey position peaked at $1.55M in Q4 2025.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.