Networth Advisors’s W.P. Carey WPC Stock Holding History

Networth 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	–	Sell	-355	Closed	-$24.1K	–	438
2026 Q1	$24.1K	Buy	+355	New	+$24.9K	0.02%	125

Other funds holding WPC

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Networth Advisors's WPC Position: Q2 2026 in Review

Networth Advisors sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 355 shares — an estimated $24.1K sold.

Networth Advisors first reported a position in WPC in Q1 2026 and held it in 1 quarter. The position peaked at $24.1K in Q1 2026. 453 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Networth Advisors reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
Networth Advisors sold 355 W.P. Carey shares in Q2 2026, an estimated $24.1K.
Networth Advisors first reported a position in W.P. Carey in Q1 2026 and held it in 1 quarter.
Networth Advisors's W.P. Carey position peaked at $24.1K in Q1 2026.
453 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.