LSWP
WPC icon

Liberty Square Wealth Partners’s W.P. Carey WPC Stock Holding History

Liberty Square 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 		$718K Buy
10,038
+126
+1% +$9.23K 0.17% 59
2026
Q1 		$674K Buy
9,912
+11
+0.1% +$772 0.19% 59
2025
Q4 		$637K Sell
9,901
-301
-3% -$20K 0.18% 67
2025
Q3 		$689K Sell
10,202
-929
-8% -$60.8K 0.21% 65
2025
Q2 		$694K Buy
11,131
+122
+1% +$7.51K 0.24% 58
2025
Q1 		$695K Sell
11,009
-90
-0.8% -$5.33K 0.27% 62
2024
Q4 		$651K Buy
+11,099
New +$632K 0.24% 65

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

Liberty Square Wealth Partners's WPC Position: Q2 2026 in Review

Liberty Square Wealth Partners increased its W.P. Carey (WPC) stake by 1.3% in Q2 2026, buying an estimated $9.23K and bringing the position to 10,038 shares worth $718K. The position accounts for 0.17% of the portfolio, ranked #59.

Liberty Square Wealth Partners first reported a position in WPC in Q4 2024 and has held it in 7 quarters since. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Liberty Square Wealth Partners held 10,038 shares of W.P. Carey worth $718K as of Q2 2026.
  • Liberty Square Wealth Partners bought 126 W.P. Carey shares in Q2 2026, an estimated $9.23K.
  • W.P. Carey made up 0.17% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #59 holding.
  • Liberty Square Wealth Partners first reported a position in W.P. Carey in Q4 2024 and has held it in 7 quarters since.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.