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

Ritholtz 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	$266K	Buy	+3,907	New	+$274K	﹤0.01%	1023
2024 Q4	–	Sell	-3,246	Closed	-$202K	–	915
2024 Q3	$202K	Buy	+3,246	New	+$192K	0.01%	812
2024 Q1	–	Sell	-3,206	Closed	-$208K	–	830
2023 Q4	$208K	Buy	+3,206	New	+$185K	0.01%	696
2023 Q3	–	Sell	-3,640	Closed	-$241K	–	745
2023 Q2	$241K	Buy	3,640 +980	+37%	+$68.1K	0.01%	589
2023 Q1	$202K	Sell	2,660 -623	-19%	-$49.6K	0.01%	601
2022 Q4	$251K	Sell	3,283 -2,169	-40%	-$163K	0.01%	493
2022 Q3	$373K	Buy	+5,452	New	+$446K	0.02%	474
2021 Q3	–	Sell	-4,321	Closed	-$316K	–	582
2021 Q2	$316K	Buy	+4,321	New	+$316K	0.02%	354
2020 Q1	–	Sell	-3,840	Closed	-$301K	–	208
2019 Q4	$301K	Buy	3,840 +1,117	+41%	+$93.6K	0.04%	113
2019 Q3	$239K	Hold	2,723	–	–	0.04%	116
2019 Q2	$217K	Hold	2,723	–	–	0.04%	117
2019 Q1	$209K	Buy	+2,723	New	+$196K	0.04%	122

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

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

Ritholtz Wealth Management opened a new position in W.P. Carey (WPC) in Q1 2026: 3,907 shares worth $266K. The stake represents ﹤0.01% of the portfolio and ranks #1023 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in WPC as recently as Q3 2024.

Ritholtz Wealth Management first reported a position in WPC in Q1 2019 and has held it in 12 quarters since. The position peaked at $373K in Q3 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Ritholtz Wealth Management held 3,907 shares of W.P. Carey worth $266K as of Q1 2026.
W.P. Carey was a new Ritholtz Wealth Management position in Q1 2026.
W.P. Carey made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1023 holding.
Ritholtz Wealth Management first reported a position in W.P. Carey in Q1 2019 and has held it in 12 quarters since.
Ritholtz Wealth Management's W.P. Carey position peaked at $373K in Q3 2022.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.