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Planning Strategies’s W.P. Carey WPC Stock Holding History

Planning Strategies’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 		$501 Buy
+7
New +$513 ﹤0.01% 858

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Planning Strategies's WPC Position: Q2 2026 in Review

Planning Strategies opened a new position in W.P. Carey (WPC) in Q2 2026: 7 shares worth $501. The stake represents ﹤0.01% of the portfolio and ranks #858 among its holdings.

850 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Planning Strategies held 7 shares of W.P. Carey worth $501 as of Q2 2026.
  • W.P. Carey was a new Planning Strategies position in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #858 holding.
  • 850 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.