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Smartleaf Asset Management’s W.P. Carey WPC Stock Holding History

Smartleaf Asset 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 		$75.2K Hold
1,022
– – ﹤0.01% 1302
2026
Q1 		$69.5K Buy
1,022
+156
+18% +$10.9K ﹤0.01% 1290
2025
Q4 		$56.6K Sell
866
-46
-5% -$3.06K ﹤0.01% 1485
2025
Q3 		$62.1K Buy
912
+365
+67% +$23.9K ﹤0.01% 1293
2025
Q2 		$34.4K Sell
547
-355
-39% -$21.9K ﹤0.01% 1327
2025
Q1 		$56.6K Sell
902
-62
-6% -$3.67K 0.01% 1083
2024
Q4 		$52.6K Buy
964
+110
+13% +$6.27K 0.01% 1163
2024
Q3 		$53.6K Buy
854
+526
+160% +$31.2K 0.01% 892
2024
Q2 		$18.3K Buy
328
+94
+40% +$5.3K ﹤0.01% 1075
2024
Q1 		$13.1K Buy
234
+185
+378% +$11.1K ﹤0.01% 940
2023
Q4 		$3.22K Buy
+49
New +$2.82K ﹤0.01% 911

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

Smartleaf Asset Management's WPC Position: Q2 2026 in Review

Smartleaf Asset Management held its W.P. Carey (WPC) position steady in Q2 2026 at 1,022 shares worth $75.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Smartleaf Asset Management first reported a position in WPC in Q4 2023 and has held it in 11 quarters since. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Smartleaf Asset Management held 1,022 shares of W.P. Carey worth $75.2K as of Q2 2026.
  • Smartleaf Asset Management left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1302 holding.
  • Smartleaf Asset Management first reported a position in W.P. Carey in Q4 2023 and has held it in 11 quarters since.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.