Sagespring Wealth Partners
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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
Q3 		$281K Buy
4,350
+854
+24% +$60.6K ﹤0.01% 738
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sagespring Wealth Partners's WPC Position: Q3 2026 in Review

Sagespring Wealth Partners increased its W.P. Carey (WPC) stake by 24% in Q3 2026, buying an estimated $60.6K and bringing the position to 4,350 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Sagespring Wealth Partners first reported a position in WPC in Q1 2025 and has held it in 3 quarters since. 589 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Sagespring Wealth Partners held 4,350 shares of W.P. Carey worth $281K as of Q3 2026.
  • Sagespring Wealth Partners bought 854 W.P. Carey shares in Q3 2026, an estimated $60.6K.
  • W.P. Carey made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #738 holding.
  • Sagespring Wealth Partners first reported a position in W.P. Carey in Q1 2025 and has held it in 3 quarters since.
  • 589 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.