Quadcap Wealth Management
WPC icon

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

Quadcap 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
2026
Q3 		$294K Sell
4,554
-895
-16% -$63.5K 0.03% 338
2026
Q2 		$390K Sell
5,449
-38
-0.7% -$2.78K 0.04% 309
2026
Q1 		$373K Buy
5,487
+18
+0.3% +$1.26K 0.04% 295
2025
Q4 		$352K Sell
5,469
-77
-1% -$5.13K 0.04% 304
2025
Q3 		$375K Sell
5,546
-148
-3% -$9.7K 0.04% 303
2025
Q2 		$355K Buy
5,694
+62
+1% +$3.82K 0.05% 296
2025
Q1 		$355K Buy
5,632
+488
+9% +$28.9K 0.05% 287
2024
Q4 		$280K Sell
5,144
-782
-13% -$44.6K 0.04% 314
2024
Q3 		$369K Buy
5,926
+12
+0.2% +$711 0.06% 283
2024
Q2 		$326K Sell
5,914
-103
-2% -$5.8K 0.06% 297
2024
Q1 		$340K Sell
6,017
-828
-12% -$49.6K 0.08% 255
2023
Q4 		$444K Buy
+6,845
New +$394K 0.11% 219

Other funds holding WPC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Quadcap Wealth Management's WPC Position: Q3 2026 in Review

Quadcap Wealth Management reduced its W.P. Carey (WPC) stake by 16% in Q3 2026, selling an estimated $63.5K and leaving 4,554 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #338.

Quadcap Wealth Management first reported a position in WPC in Q4 2023 and has held it in 12 quarters since. The position peaked at $444K in Q4 2023. 450 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Quadcap Wealth Management held 4,554 shares of W.P. Carey worth $294K as of Q3 2026.
  • Quadcap Wealth Management sold 895 W.P. Carey shares in Q3 2026, an estimated $63.5K.
  • W.P. Carey made up 0.03% of Quadcap Wealth Management's portfolio in Q3 2026, its #338 holding.
  • Quadcap Wealth Management first reported a position in W.P. Carey in Q4 2023 and has held it in 12 quarters since.
  • Quadcap Wealth Management's W.P. Carey position peaked at $444K in Q4 2023.
  • 450 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Quadcap Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.