Triumph Capital Management’s W.P. Carey WPC Stock Holding History

Triumph Capital 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	$98.3K	Hold	1,375	–	–	0.02%	493
2026 Q1	$94.7K	Hold	1,375	–	–	0.02%	467
2025 Q4	$88.5K	Buy	+1,375	New	+$91.6K	0.02%	466
2023 Q4	–	Sell	-9,234	Closed	-$499K	–	259
2023 Q3	$499K	Buy	9,234 +814	+10%	+$52.1K	0.23%	103
2023 Q2	$566K	Buy	+8,420	New	+$585K	0.26%	83
2023 Q1	–	Sell	-7,404	Closed	-$567K	–	237
2022 Q4	$567K	Buy	+7,404	New	+$556K	0.3%	77

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

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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

Triumph Capital Management's WPC Position: Q2 2026 in Review

Triumph Capital Management held its W.P. Carey (WPC) position steady in Q2 2026 at 1,375 shares worth $98.3K. The position accounts for 0.02% of the portfolio, ranked #493.

Triumph Capital Management first reported a position in WPC in Q4 2022 and has held it in 6 quarters since. The position peaked at $567K in Q4 2022. 143 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Triumph Capital Management held 1,375 shares of W.P. Carey worth $98.3K as of Q2 2026.
Triumph Capital Management left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #493 holding.
Triumph Capital Management first reported a position in W.P. Carey in Q4 2022 and has held it in 6 quarters since.
Triumph Capital Management's W.P. Carey position peaked at $567K in Q4 2022.
143 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.