Tompkins Financial’s W.P. Carey WPC Stock Holding History

Tompkins Financial’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	$19.3K	Sell	270 -330	-55%	-$24.2K	﹤0.01%	411
2026 Q1	$40.8K	Buy	600 +330	+122%	+$23.1K	﹤0.01%	341
2025 Q4	$17.4K	Hold	270	–	–	﹤0.01%	390
2025 Q3	$18.2K	Sell	270 -3,450	-93%	-$226K	﹤0.01%	400
2025 Q2	$232K	Hold	3,720	–	–	0.02%	171
2025 Q1	$235K	Hold	3,720	–	–	0.02%	171
2024 Q4	$203K	Hold	3,720	–	–	0.02%	181
2024 Q3	$232K	Hold	3,720	–	–	0.02%	178
2024 Q2	$205K	Sell	3,720 -242	-6%	-$13.6K	0.02%	190
2024 Q1	$224K	Buy	3,962 +106	+3%	+$6.34K	0.03%	182
2023 Q4	$250K	Sell	3,856 -81	-2%	-$4.67K	0.03%	170
2023 Q3	$209K	Buy	3,937 +3,522	+849%	+$226K	0.03%	167
2023 Q2	$27.4K	Hold	415	–	–	﹤0.01%	390
2023 Q1	$31.4K	Hold	415	–	–	0.01%	383
2022 Q4	$32K	Hold	415	–	–	0.01%	379
2022 Q3	$28K	Hold	415	–	–	﹤0.01%	385
2022 Q2	$34K	Hold	415	–	–	0.01%	366
2022 Q1	$33K	Buy	415 +1	+0.2%	+$77	﹤0.01%	391
2021 Q4	$33K	Hold	414	–	–	0.01%	242
2021 Q3	$30K	Buy	+414	New	+$31.5K	0.01%	261
2021 Q1	$29K	Hold	414	–	–	﹤0.01%	299
2020 Q4	$29K	Hold	414	–	–	0.01%	294
2020 Q3	$26K	Hold	414	–	–	0.01%	286
2020 Q2	$27K	Hold	414	–	–	0.01%	276
2020 Q1	$24K	Hold	414	–	–	0.01%	277
2019 Q4	$32K	Hold	414	–	–	0.01%	285
2019 Q3	$36K	Hold	414	–	–	0.01%	250
2019 Q2	$33K	Hold	414	–	–	0.01%	262
2019 Q1	$32K	Hold	414	–	–	0.01%	270
2018 Q4	$26K	Hold	414	–	–	0.01%	280
2018 Q3	$26K	Hold	414	–	–	0.01%	304
2018 Q2	$27K	Hold	414	–	–	0.01%	315
2018 Q1	$25K	Hold	414	–	–	0.01%	303
2017 Q4	$28K	Hold	414	–	–	0.01%	264
2017 Q3	$27K	Hold	414	–	–	0.01%	277
2017 Q2	$27K	Hold	414	–	–	0.01%	263
2017 Q1	$25K	Hold	414	–	–	0.01%	265
2016 Q4	$24K	Hold	414	–	–	0.01%	271
2016 Q3	$26K	Hold	414	–	–	0.01%	263
2016 Q2	$28K	Hold	414	–	–	0.01%	313
2016 Q1	$25K	Hold	414	–	–	0.01%	311
2015 Q4	$24K	Hold	414	–	–	0.01%	353
2015 Q3	$23K	Hold	414	–	–	0.01%	362
2015 Q2	$24K	Hold	414	–	–	0.01%	364
2015 Q1	$28K	Hold	414	–	–	0.01%	354
2014 Q4	$28K	Hold	414	–	–	0.01%	323
2014 Q3	$26K	Hold	414	–	–	0.01%	322
2014 Q2	$26K	Hold	414	–	–	0.01%	326
2014 Q1	$24K	Hold	414	–	–	0.01%	336
2013 Q4	$25K	Hold	414	–	–	0.01%	339
2013 Q3	$26K	Hold	414	–	–	0.01%	327
2013 Q2	$27K	Buy	+414	New	+$28.1K	0.01%	321

Other funds holding WPC

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Tompkins Financial's WPC Position: Q2 2026 in Review

Tompkins Financial reduced its W.P. Carey (WPC) stake by 55% in Q2 2026, selling an estimated $24.2K and leaving 270 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Tompkins Financial first reported a position in WPC in Q2 2013 and has held it in 52 quarters since. The position peaked at $250K in Q4 2023. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Tompkins Financial held 270 shares of W.P. Carey worth $19.3K as of Q2 2026.
Tompkins Financial sold 330 W.P. Carey shares in Q2 2026, an estimated $24.2K.
W.P. Carey made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #411 holding.
Tompkins Financial first reported a position in W.P. Carey in Q2 2013 and has held it in 52 quarters since.
Tompkins Financial's W.P. Carey position peaked at $250K in Q4 2023.
114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.