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 Q2	$308K	Buy	4,313 +406	+10%	+$29.8K	﹤0.01%	1044
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Ritholtz Wealth Management increased its W.P. Carey (WPC) stake by 10% in Q2 2026, buying an estimated $29.8K and bringing the position to 4,313 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Ritholtz Wealth Management first reported a position in WPC in Q1 2019 and has held it in 13 quarters since. The position peaked at $373K in Q3 2022. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Ritholtz Wealth Management held 4,313 shares of W.P. Carey worth $308K as of Q2 2026.
Ritholtz Wealth Management bought 406 W.P. Carey shares in Q2 2026, an estimated $29.8K.
W.P. Carey made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1044 holding.
Ritholtz Wealth Management first reported a position in W.P. Carey in Q1 2019 and has held it in 13 quarters since.
Ritholtz Wealth Management's W.P. Carey position peaked at $373K in Q3 2022.
902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.