New Insight Wealth Advisors’s W.P. Carey WPC Stock Holding History

New Insight Wealth 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	$1.29M	Sell	18,054 -3,813	-17%	-$279K	0.38%	51
2026 Q1	$1.49M	Sell	21,867 -3,723	-15%	-$261K	0.53%	47
2025 Q4	$1.65M	Sell	25,590 -4,172	-14%	-$278K	0.59%	39
2025 Q3	$2.01M	Sell	29,762 -8,533	-22%	-$559K	0.76%	32
2025 Q2	$2.39M	Sell	38,295 -1,455	-4%	-$89.6K	0.98%	24
2025 Q1	$2.51M	Sell	39,750 -10,268	-21%	-$608K	1.14%	23
2024 Q4	$2.72M	Sell	50,018 -3,468	-6%	-$198K	1.36%	18
2024 Q3	$3.33M	Sell	53,486 -5,469	-9%	-$324K	1.75%	16
2024 Q2	$3.25M	Sell	58,955 -1,637	-3%	-$92.3K	1.91%	17
2024 Q1	$3.42M	Sell	60,592 -65	-0.1%	-$3.89K	2.14%	15
2023 Q4	$3.93M	Buy	+60,657	New	+$3.49M	2.65%	13

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 $3.37T AUM 44.26% 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

New Insight Wealth Advisors's WPC Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its W.P. Carey (WPC) stake by 17% in Q2 2026, selling an estimated $279K and leaving 18,054 shares worth $1.29M. The position accounts for 0.38% of the portfolio, ranked #51.

New Insight Wealth Advisors first reported a position in WPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.93M in Q4 2023. 901 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

New Insight Wealth Advisors held 18,054 shares of W.P. Carey worth $1.29M as of Q2 2026.
New Insight Wealth Advisors sold 3,813 W.P. Carey shares in Q2 2026, an estimated $279K.
W.P. Carey made up 0.38% of New Insight Wealth Advisors's portfolio in Q2 2026, its #51 holding.
New Insight Wealth Advisors first reported a position in W.P. Carey in Q4 2023 and has held it in 11 quarters since.
New Insight Wealth Advisors's W.P. Carey position peaked at $3.93M in Q4 2023.
901 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.