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

Legacy Capital 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 		$798K Sell
11,166
-16
-0.1% -$1.17K 0.15% 132
2026
Q1 		$760K Sell
11,182
-185
-2% -$13K 0.16% 141
2025
Q4 		$732K Buy
11,367
+273
+2% +$18.2K 0.16% 140
2025
Q3 		$750K Sell
11,094
-13
-0.1% -$851 0.16% 133
2025
Q2 		$693K Sell
11,107
-220
-2% -$13.5K 0.16% 134
2025
Q1 		$715K Buy
11,327
+63
+0.6% +$3.73K 0.18% 118
2024
Q4 		$614K Buy
11,264
+2,155
+24% +$123K 0.15% 137
2024
Q3 		$567K Buy
9,109
+1,560
+21% +$92.5K 0.11% 172
2024
Q2 		$416K Buy
+7,549
New +$425K 0.11% 187
2024
Q1 		– Sell
-3,350
Closed -$217K – 351
2023
Q4 		$217K Buy
+3,350
New +$193K 0.06% 268
2023
Q2 		– Sell
-3,420
Closed -$259K – 248
2023
Q1 		$259K Buy
+3,420
New +$273K 0.07% 212

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

Legacy Capital Wealth Partners's WPC Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its W.P. Carey (WPC) stake by 0.14% in Q2 2026, selling an estimated $1.17K and leaving 11,166 shares worth $798K. The position accounts for 0.15% of the portfolio, ranked #132.

Legacy Capital Wealth Partners first reported a position in WPC in Q1 2023 and has held it in 11 quarters since. 900 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Legacy Capital Wealth Partners held 11,166 shares of W.P. Carey worth $798K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 16 W.P. Carey shares in Q2 2026, an estimated $1.17K.
  • W.P. Carey made up 0.15% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #132 holding.
  • Legacy Capital Wealth Partners first reported a position in W.P. Carey in Q1 2023 and has held it in 11 quarters since.
  • 900 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.