SWP
WPC icon

Sagespring Wealth Partners’s W.P. Carey WPC Stock Holding History

Sagespring Wealth Partners’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 		$250K Buy
+3,496
New +$256K ﹤0.01% 760
2025
Q2 		– Sell
-3,428
Closed -$216K – 737
2025
Q1 		$216K Buy
+3,428
New +$203K 0.01% 619

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

Sagespring Wealth Partners's WPC Position: Q2 2026 in Review

Sagespring Wealth Partners opened a new position in W.P. Carey (WPC) in Q2 2026: 3,496 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #760 among its holdings. This is a return to the name: Sagespring Wealth Partners previously reported a position in WPC as recently as Q1 2025.

Sagespring Wealth Partners first reported a position in WPC in Q1 2025 and has held it in 2 quarters since. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Sagespring Wealth Partners held 3,496 shares of W.P. Carey worth $250K as of Q2 2026.
  • W.P. Carey was a new Sagespring Wealth Partners position in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #760 holding.
  • Sagespring Wealth Partners first reported a position in W.P. Carey in Q1 2025 and has held it in 2 quarters since.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.