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Spire Wealth Management’s W.P. Carey WPC Stock Holding History

Spire Wealth 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 		$102K Hold
1,426
– – ﹤0.01% 973
2026
Q1 		$96.9K Sell
1,426
-220
-13% -$15.4K ﹤0.01% 967
2025
Q4 		$106K Sell
1,646
-670
-29% -$44.6K ﹤0.01% 973
2025
Q3 		$156K Sell
2,316
-681
-23% -$44.6K 0.01% 852
2025
Q2 		$187K Sell
2,997
-55
-2% -$3.39K 0.01% 782
2025
Q1 		$193K Buy
3,052
+997
+49% +$59K 0.01% 830
2024
Q4 		$112K Hold
2,055
– – ﹤0.01% 992
2024
Q3 		$128K Hold
2,055
– – ﹤0.01% 844
2024
Q2 		$113K Hold
2,055
– – ﹤0.01% 860
2024
Q1 		$116K Buy
2,055
+15
+0.7% +$898 ﹤0.01% 942
2023
Q4 		$134K Sell
2,040
-43
-2% -$2.48K ﹤0.01% 904
2023
Q3 		$110K Sell
2,083
-86
-4% -$5.51K ﹤0.01% 922
2023
Q2 		$144K Buy
2,169
+1
+0% +$70 0.01% 841
2023
Q1 		$164K Buy
2,168
+1,451
+202% +$116K 0.01% 794
2022
Q4 		$55K Buy
717
+1
+0.1% +$75 ﹤0.01% 957
2022
Q3 		$49K Sell
716
-870
-55% -$71.2K ﹤0.01% 960
2022
Q2 		$129K Sell
1,586
-1,539
-49% -$124K 0.01% 934
2022
Q1 		$248K Sell
3,125
-5
-0.2% -$384 0.01% 798
2021
Q4 		$252K Sell
3,130
-410
-12% -$31.4K 0.01% 992
2021
Q3 		$253K Sell
3,540
-294
-8% -$22.4K 0.01% 830
2021
Q2 		$280K Hold
3,834
– – 0.01% 804
2021
Q1 		$266K Buy
+3,834
New +$257K 0.01% 934

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
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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

Spire Wealth Management's WPC Position: Q2 2026 in Review

Spire Wealth Management held its W.P. Carey (WPC) position steady in Q2 2026 at 1,426 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Spire Wealth Management first reported a position in WPC in Q1 2021 and has held it in 22 quarters since. The position peaked at $280K in Q2 2021. 141 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Spire Wealth Management held 1,426 shares of W.P. Carey worth $102K as of Q2 2026.
  • Spire Wealth Management left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #973 holding.
  • Spire Wealth Management first reported a position in W.P. Carey in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's W.P. Carey position peaked at $280K in Q2 2021.
  • 141 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.