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 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 $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

New Insight Wealth Advisors's WPC Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its W.P. Carey (WPC) stake by 15% in Q1 2026, selling an estimated $261K and leaving 21,867 shares worth $1.49M. The position accounts for 0.53% of the portfolio, ranked #47.

New Insight Wealth Advisors first reported a position in WPC in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.93M in Q4 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

New Insight Wealth Advisors held 21,867 shares of W.P. Carey worth $1.49M as of Q1 2026.
New Insight Wealth Advisors sold 3,723 W.P. Carey shares in Q1 2026, an estimated $261K.
W.P. Carey made up 0.53% of New Insight Wealth Advisors's portfolio in Q1 2026, its #47 holding.
New Insight Wealth Advisors first reported a position in W.P. Carey in Q4 2023 and has held it in 10 quarters since.
New Insight Wealth Advisors's W.P. Carey position peaked at $3.93M in Q4 2023.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.