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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
Q2 		$4.08K Buy
57
+31
+119% +$2.27K ﹤0.01% 830
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 $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

Rialto Wealth Management's WPC Position: Q2 2026 in Review

Rialto Wealth Management increased its W.P. Carey (WPC) stake by 119% in Q2 2026, buying an estimated $2.27K and bringing the position to 57 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Rialto Wealth Management first reported a position in WPC in Q1 2025 and has held it in 6 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Rialto Wealth Management held 57 shares of W.P. Carey worth $4.08K as of Q2 2026.
  • Rialto Wealth Management bought 31 W.P. Carey shares in Q2 2026, an estimated $2.27K.
  • W.P. Carey made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #830 holding.
  • Rialto Wealth Management first reported a position in W.P. Carey in Q1 2025 and has held it in 6 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.