Merit Financial Group’s W.P. Carey WPC Stock Holding History

Merit Financial Group’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	$891K	Buy	12,465 +598	+5%	+$43.8K	0.01%	1140
2026 Q1	$807K	Sell	11,867 -468	-4%	-$32.8K	0.01%	1092
2025 Q4	$794K	Buy	12,335 +36	+0.3%	+$2.4K	0.01%	1045
2025 Q3	$831K	Buy	12,299 +4,821	+64%	+$316K	0.01%	940
2025 Q2	$466K	Buy	7,478 +1,190	+19%	+$73.3K	0.01%	1134
2025 Q1	$397K	Buy	+6,288	New	+$372K	0.01%	1028
2024 Q4	–	Sell	-3,627	Closed	-$226K	–	1193
2024 Q3	$226K	Buy	+3,627	New	+$215K	0.01%	758
2023 Q1	–	Sell	-18,002	Closed	-$1.38M	–	733
2022 Q4	$1.38M	Buy	18,002 +2	+0%	+$150	0.05%	241
2022 Q3	$1.23M	Buy	18,000 +2	+0%	+$164	0.05%	219
2022 Q2	$1.46M	Buy	+17,998	New	+$1.45M	0.05%	204

Other funds holding WPC

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Merit Financial Group's WPC Position: Q2 2026 in Review

Merit Financial Group increased its W.P. Carey (WPC) stake by 5% in Q2 2026, buying an estimated $43.8K and bringing the position to 12,465 shares worth $891K. The position accounts for 0.01% of the portfolio, ranked #1140.

Merit Financial Group first reported a position in WPC in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.46M in Q2 2022. 141 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Merit Financial Group held 12,465 shares of W.P. Carey worth $891K as of Q2 2026.
Merit Financial Group bought 598 W.P. Carey shares in Q2 2026, an estimated $43.8K.
W.P. Carey made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1140 holding.
Merit Financial Group first reported a position in W.P. Carey in Q2 2022 and has held it in 10 quarters since.
Merit Financial Group's W.P. Carey position peaked at $1.46M in Q2 2022.
141 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.