Mount Yale Investment Advisors’s W.P. Carey WPC Stock Holding History

Mount Yale Investment Advisors’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	$275K	Buy	+3,838	New	+$281K	0.01%	1008
2026 Q1	–	Sell	-3,298	Closed	-$215K	–	1134
2025 Q4	$215K	Buy	+3,298	New	+$220K	0.01%	682
2025 Q3	–	Sell	-348	Closed	-$21.7K	–	1613
2025 Q2	$21.7K	Buy	+348	New	+$21.4K	﹤0.01%	1028
2018 Q4	–	Sell	-408	Closed	-$26K	–	790
2018 Q3	$26K	Buy	+408	New	+$26.3K	﹤0.01%	733

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mount Yale Investment Advisors's WPC Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in W.P. Carey (WPC) in Q2 2026: 3,838 shares worth $275K. The stake represents 0.01% of the portfolio and ranks #1008 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in WPC as recently as Q4 2025.

Mount Yale Investment Advisors first reported a position in WPC in Q3 2018 and has held it in 4 quarters since. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Mount Yale Investment Advisors held 3,838 shares of W.P. Carey worth $275K as of Q2 2026.
W.P. Carey was a new Mount Yale Investment Advisors position in Q2 2026.
W.P. Carey made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1008 holding.
Mount Yale Investment Advisors first reported a position in W.P. Carey in Q3 2018 and has held it in 4 quarters since.
905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.