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Tidal Investments’s W.P. Carey WPC Stock Holding History

Tidal Investments’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 		$1.05M Buy
14,635
+2,785
+24% +$204K ﹤0.01% 1719
2026
Q1 		$805K Buy
11,850
+1,289
+12% +$90.4K ﹤0.01% 1594
2025
Q4 		$680K Buy
10,561
+793
+8% +$52.8K ﹤0.01% 1477
2025
Q3 		$660K Sell
9,768
-1,710
-15% -$112K ﹤0.01% 1421
2025
Q2 		$716K Buy
+11,478
New +$707K ﹤0.01% 1186
2024
Q2 		– Sell
-6,068
Closed -$342K – 1945
2024
Q1 		$342K Buy
+6,068
New +$363K 0.01% 1352

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

Tidal Investments's WPC Position: Q2 2026 in Review

Tidal Investments increased its W.P. Carey (WPC) stake by 24% in Q2 2026, buying an estimated $204K and bringing the position to 14,635 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

Tidal Investments first reported a position in WPC in Q1 2024 and has held it in 6 quarters since. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Tidal Investments held 14,635 shares of W.P. Carey worth $1.05M as of Q2 2026.
  • Tidal Investments bought 2,785 W.P. Carey shares in Q2 2026, an estimated $204K.
  • W.P. Carey made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1719 holding.
  • Tidal Investments first reported a position in W.P. Carey in Q1 2024 and has held it in 6 quarters since.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.