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

TritonPoint Wealth’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
2025 Q4	–	Sell	-3,992	Closed	-$273K	–	359
2025 Q3	$273K	Hold	3,992	–	–	0.02%	301
2025 Q2	$253K	Sell	3,992 -161	-4%	-$9.91K	0.02%	305
2025 Q1	$266K	Sell	4,153 -300	-7%	-$17.8K	0.03%	296
2024 Q4	$247K	Buy	4,453 +300	+7%	+$17.1K	0.02%	299
2024 Q3	$261K	Hold	4,153	–	–	0.02%	291
2024 Q2	$232K	Sell	4,153 -1,205	-22%	-$67.9K	0.02%	293
2024 Q1	$352K	Hold	5,358	–	–	0.04%	242
2023 Q4	$352K	Buy	+5,358	New	+$309K	0.03%	250

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TritonPoint Wealth's WPC Position: Q4 2025 in Review

TritonPoint Wealth sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 3,992 shares — an estimated $273K sold.

TritonPoint Wealth first reported a position in WPC in Q4 2023 and held it in 8 quarters. The position peaked at $352K in Q1 2024. 857 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

TritonPoint Wealth reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
TritonPoint Wealth sold 3,992 W.P. Carey shares in Q4 2025, an estimated $273K.
TritonPoint Wealth first reported a position in W.P. Carey in Q4 2023 and held it in 8 quarters.
TritonPoint Wealth's W.P. Carey position peaked at $352K in Q1 2024.
857 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.