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Split Rock Private Trading & Wealth Management’s W.P. Carey WPC Stock Holding History

Split Rock Private Trading & 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 		– Sell
-2,955
Closed -$201K – 52
2026
Q1 		$201K Buy
+2,955
New +$207K 0.16% 44

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's WPC Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 2,955 shares — an estimated $201K sold.

Split Rock Private Trading & Wealth Management first reported a position in WPC in Q1 2026 and held it in 1 quarter. The position peaked at $201K in Q1 2026. 494 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Split Rock Private Trading & Wealth Management reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
  • Split Rock Private Trading & Wealth Management sold 2,955 W.P. Carey shares in Q2 2026, an estimated $201K.
  • Split Rock Private Trading & Wealth Management first reported a position in W.P. Carey in Q1 2026 and held it in 1 quarter.
  • Split Rock Private Trading & Wealth Management's W.P. Carey position peaked at $201K in Q1 2026.
  • 494 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.