PWM
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Parkworth Wealth Management’s W.P. Carey WPC Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$250 Buy
+4
New +$246 ﹤0.01% 875
2025
Q1 		– Sell
-100
Closed -$5.45K – 1298
2024
Q4 		$5.45K Buy
+100
New +$5.7K ﹤0.01% 162

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Parkworth Wealth Management's WPC Position: Q2 2025 in Review

Parkworth Wealth Management opened a new position in W.P. Carey (WPC) in Q2 2025: 4 shares worth $250. The stake represents ﹤0.01% of the portfolio and ranks #875 among its holdings. This is a return to the name: Parkworth Wealth Management previously reported a position in WPC as recently as Q4 2024.

Parkworth Wealth Management first reported a position in WPC in Q4 2024 and has held it in 2 quarters since. The position peaked at $5.45K in Q4 2024. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

  • Parkworth Wealth Management held 4 shares of W.P. Carey worth $250 as of Q2 2025.
  • W.P. Carey was a new Parkworth Wealth Management position in Q2 2025.
  • W.P. Carey made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #875 holding.
  • Parkworth Wealth Management first reported a position in W.P. Carey in Q4 2024 and has held it in 2 quarters since.
  • Parkworth Wealth Management's W.P. Carey position peaked at $5.45K in Q4 2024.
  • 819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.