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

New Wave 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 		$270K Buy
3,929
+12
+0.3% +$842 0.09% 155
2025
Q4 		$256K Buy
3,917
+208
+6% +$13.9K 0.09% 155
2025
Q3 		$254K Sell
3,709
-503
-12% -$32.9K 0.1% 139
2025
Q2 		$263K Sell
4,212
-19
-0.4% -$1.17K 0.11% 106
2025
Q1 		$267K Sell
4,231
-450
-10% -$26.6K 0.12% 104
2024
Q4 		$255K Buy
4,681
+1,395
+42% +$79.5K 0.1% 115
2024
Q3 		$205K Buy
+3,286
New +$195K 0.09% 145

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

New Wave Wealth Advisors increased its W.P. Carey (WPC) stake by 0.31% in Q1 2026, buying an estimated $842 and bringing the position to 3,929 shares worth $270K. The position accounts for 0.09% of the portfolio, ranked #155.

New Wave Wealth Advisors first reported a position in WPC in Q3 2024 and has held it in 7 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • New Wave Wealth Advisors held 3,929 shares of W.P. Carey worth $270K as of Q1 2026.
  • New Wave Wealth Advisors bought 12 W.P. Carey shares in Q1 2026, an estimated $842.
  • W.P. Carey made up 0.09% of New Wave Wealth Advisors's portfolio in Q1 2026, its #155 holding.
  • New Wave Wealth Advisors first reported a position in W.P. Carey in Q3 2024 and has held it in 7 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on New Wave Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.