Pathfinder Wealth Consulting’s W.P. Carey WPC Stock Holding History

Pathfinder Wealth Consulting’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	–	Sell	-4,313	Closed	-$278K	–	176
2025 Q4	$278K	Buy	+4,313	New	+$287K	0.18%	120

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

Pathfinder Wealth Consulting's WPC Position: Q1 2026 in Review

Pathfinder Wealth Consulting sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 4,313 shares — an estimated $278K sold.

Pathfinder Wealth Consulting first reported a position in WPC in Q4 2025 and held it in 1 quarter. The position peaked at $278K in Q4 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Pathfinder Wealth Consulting reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
Pathfinder Wealth Consulting sold 4,313 W.P. Carey shares in Q1 2026, an estimated $278K.
Pathfinder Wealth Consulting first reported a position in W.P. Carey in Q4 2025 and held it in 1 quarter.
Pathfinder Wealth Consulting's W.P. Carey position peaked at $278K in Q4 2025.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q1 2026, filed 21 Apr 2026.