Legacy Wealth Management (Idaho)’s W.P. Carey WPC Stock Holding History

Legacy Wealth Management (Idaho)’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 Q1	–	Sell	-9	Closed	-$564	–	1069
2025 Q4	$564	Hold	9	–	–	﹤0.01%	812
2025 Q3	$584	Buy	+9	New	+$589	﹤0.01%	672

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s WPC Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 9 shares — an estimated $564 sold.

Legacy Wealth Management (Idaho) first reported a position in WPC in Q3 2025 and held it in 2 quarters. The position peaked at $584 in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Legacy Wealth Management (Idaho) reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 9 W.P. Carey shares in Q1 2026, an estimated $564.
Legacy Wealth Management (Idaho) first reported a position in W.P. Carey in Q3 2025 and held it in 2 quarters.
Legacy Wealth Management (Idaho)'s W.P. Carey position peaked at $584 in Q3 2025.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.