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Savvy Advisors Inc’s W.P. Carey WPC Stock Holding History

Savvy Advisors Inc’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 		$252K Buy
3,523
+222
+7% +$16.3K 0.01% 1076
2026
Q1 		$224K Sell
3,301
-146
-4% -$10.2K 0.01% 1004
2025
Q4 		$222K Sell
3,447
-306
-8% -$20.4K 0.01% 911
2025
Q3 		$254K Buy
+3,753
New +$246K 0.01% 684

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

Savvy Advisors Inc's WPC Position: Q2 2026 in Review

Savvy Advisors Inc increased its W.P. Carey (WPC) stake by 6.7% in Q2 2026, buying an estimated $16.3K and bringing the position to 3,523 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #1076.

Savvy Advisors Inc first reported a position in WPC in Q3 2025 and has held it in 4 quarters since. The position peaked at $254K in Q3 2025. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Savvy Advisors Inc held 3,523 shares of W.P. Carey worth $252K as of Q2 2026.
  • Savvy Advisors Inc bought 222 W.P. Carey shares in Q2 2026, an estimated $16.3K.
  • W.P. Carey made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1076 holding.
  • Savvy Advisors Inc first reported a position in W.P. Carey in Q3 2025 and has held it in 4 quarters since.
  • Savvy Advisors Inc's W.P. Carey position peaked at $254K in Q3 2025.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.