MPWM Advisory Solutions’s W.P. Carey WPC Stock Holding History

MPWM Advisory Solutions’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	$7.41K	Hold	109	–	–	﹤0.01%	369
2025 Q4	$7.01K	Hold	109	–	–	﹤0.01%	353
2025 Q3	$7.37K	Hold	109	–	–	﹤0.01%	318
2025 Q2	$6.8K	Sell	109 -7	-6%	-$431	﹤0.01%	327
2025 Q1	$7.32K	Hold	116	–	–	0.01%	329
2024 Q4	$6.32K	Buy	+116	New	+$6.61K	﹤0.01%	352

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

MPWM Advisory Solutions's WPC Position: Q1 2026 in Review

MPWM Advisory Solutions held its W.P. Carey (WPC) position steady in Q1 2026 at 109 shares worth $7.41K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

MPWM Advisory Solutions first reported a position in WPC in Q4 2024 and has held it in 6 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

MPWM Advisory Solutions held 109 shares of W.P. Carey worth $7.41K as of Q1 2026.
MPWM Advisory Solutions left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #369 holding.
MPWM Advisory Solutions first reported a position in W.P. Carey in Q4 2024 and has held it in 6 quarters since.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.