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Olistico Wealth’s W.P. Carey WPC Stock Holding History

Olistico Wealth’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 		$9.65K Sell
135
-100
-43% -$7.33K ﹤0.01% 249
2026
Q1 		$16K Sell
235
-200
-46% -$14K 0.01% 229
2025
Q4 		$28K Buy
+435
New +$29K 0.01% 196
2025
Q3 		– Sell
-735
Closed -$45.8K – 349
2025
Q2 		$45.8K Buy
+735
New +$45.3K 0.03% 173

Other funds holding WPC

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Olistico Wealth's WPC Position: Q2 2026 in Review

Olistico Wealth reduced its W.P. Carey (WPC) stake by 43% in Q2 2026, selling an estimated $7.33K and leaving 135 shares worth $9.65K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Olistico Wealth first reported a position in WPC in Q2 2025 and has held it in 4 quarters since. The position peaked at $45.8K in Q2 2025. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Olistico Wealth held 135 shares of W.P. Carey worth $9.65K as of Q2 2026.
  • Olistico Wealth sold 100 W.P. Carey shares in Q2 2026, an estimated $7.33K.
  • W.P. Carey made up ﹤0.01% of Olistico Wealth's portfolio in Q2 2026, its #249 holding.
  • Olistico Wealth first reported a position in W.P. Carey in Q2 2025 and has held it in 4 quarters since.
  • Olistico Wealth's W.P. Carey position peaked at $45.8K in Q2 2025.
  • 114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.