New Wave Wealth Advisors
WPC icon

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
Q3 		$338K Sell
5,233
-200
-4% -$14.2K 0.09% 174
2026
Q2 		$393K Buy
5,433
+1,504
+38% +$110K 0.11% 155
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

New Wave Wealth Advisors's WPC Position: Q3 2026 in Review

New Wave Wealth Advisors reduced its W.P. Carey (WPC) stake by 3.7% in Q3 2026, selling an estimated $14.2K and leaving 5,233 shares worth $338K. The position accounts for 0.09% of the portfolio, ranked #174.

New Wave Wealth Advisors first reported a position in WPC in Q3 2024 and has held it in 9 quarters since. The position peaked at $393K in Q2 2026. 748 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • New Wave Wealth Advisors held 5,233 shares of W.P. Carey worth $338K as of Q3 2026.
  • New Wave Wealth Advisors sold 200 W.P. Carey shares in Q3 2026, an estimated $14.2K.
  • W.P. Carey made up 0.09% of New Wave Wealth Advisors's portfolio in Q3 2026, its #174 holding.
  • New Wave Wealth Advisors first reported a position in W.P. Carey in Q3 2024 and has held it in 9 quarters since.
  • New Wave Wealth Advisors's W.P. Carey position peaked at $393K in Q2 2026.
  • 748 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on New Wave Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.