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

Rialto 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
Q1 		$1.77K Buy
26
+18
+225% +$1.26K ﹤0.01% 901
2025
Q4 		$515 Hold
8
– – ﹤0.01% 1259
2025
Q3 		$541 Hold
8
– – ﹤0.01% 1189
2025
Q2 		$500 Sell
8
-10
-56% -$616 ﹤0.01% 1157
2025
Q1 		$1.14K Buy
+18
New +$1.06K ﹤0.01% 647

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Rialto Wealth Management's WPC Position: Q1 2026 in Review

Rialto Wealth Management increased its W.P. Carey (WPC) stake by 225% in Q1 2026, buying an estimated $1.26K and bringing the position to 26 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Rialto Wealth Management first reported a position in WPC in Q1 2025 and has held it in 5 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Rialto Wealth Management held 26 shares of W.P. Carey worth $1.77K as of Q1 2026.
  • Rialto Wealth Management bought 18 W.P. Carey shares in Q1 2026, an estimated $1.26K.
  • W.P. Carey made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #901 holding.
  • Rialto Wealth Management first reported a position in W.P. Carey in Q1 2025 and has held it in 5 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.