TritonPoint Partners’s W.P. Carey WPC Stock Holding History

TritonPoint Partners’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	-3,990	Closed	-$275K	–	382
2026 Q1	$275K	Hold	3,990	–	–	0.1%	168
2025 Q4	$260K	Buy	+3,990	New	+$266K	0.14%	132

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TritonPoint Partners's WPC Position: Q2 2026 in Review

TritonPoint Partners sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 3,990 shares — an estimated $275K sold.

TritonPoint Partners first reported a position in WPC in Q4 2025 and held it in 2 quarters. The position peaked at $275K in Q1 2026. 900 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

TritonPoint Partners reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
TritonPoint Partners sold 3,990 W.P. Carey shares in Q2 2026, an estimated $275K.
TritonPoint Partners first reported a position in W.P. Carey in Q4 2025 and held it in 2 quarters.
TritonPoint Partners's W.P. Carey position peaked at $275K in Q1 2026.
900 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on TritonPoint Partners's 13F filing for Q2 2026, filed 13 Aug 2026.