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Sachetta’s W.P. Carey WPC Stock Holding History

Sachetta’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 		$2.43K Hold
34
– – ﹤0.01% 813
2026
Q1 		$2.03K Sell
34
-33
-49% -$2.31K ﹤0.01% 894
2025
Q4 		$4.31K Hold
67
– – ﹤0.01% 589
2025
Q3 		$4.53K Buy
67
+5
+8% +$327 ﹤0.01% 633
2025
Q2 		$3.87K Buy
62
+11
+22% +$677 ﹤0.01% 651
2025
Q1 		$3.22K Buy
51
+17
+50% +$1.01K ﹤0.01% 670
2024
Q4 		$1.85K Buy
34
+22
+183% +$1.25K ﹤0.01% 848
2024
Q3 		$748 Hold
12
– – ﹤0.01% 1079
2024
Q2 		$730 Hold
12
– – ﹤0.01% 1111
2024
Q1 		$778 Hold
12
– – ﹤0.01% 977
2023
Q4 		$778 Buy
+12
New +$691 ﹤0.01% 977

Other funds holding WPC

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Sachetta's WPC Position: Q2 2026 in Review

Sachetta held its W.P. Carey (WPC) position steady in Q2 2026 at 34 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Sachetta first reported a position in WPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.53K in Q3 2025. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Sachetta held 34 shares of W.P. Carey worth $2.43K as of Q2 2026.
  • Sachetta left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #813 holding.
  • Sachetta first reported a position in W.P. Carey in Q4 2023 and has held it in 11 quarters since.
  • Sachetta's W.P. Carey position peaked at $4.53K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.