TWD
WPC icon

True Wealth Design’s W.P. Carey WPC Stock Holding History

True Wealth Design’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 		$47.5K Buy
664
+53
+9% +$3.88K 0.01% 504
2026
Q1 		$41.5K Sell
611
-55
-8% -$3.86K 0.01% 461
2025
Q4 		$42.9K Buy
666
+5
+0.8% +$333 0.01% 373
2025
Q3 		$44.7K Buy
661
+282
+74% +$18.5K 0.01% 351
2025
Q2 		$23.6K Buy
379
+7
+2% +$431 0.01% 347
2025
Q1 		$23.5K Buy
372
+19
+5% +$1.13K 0.01% 319
2024
Q4 		$19.2K Buy
+353
New +$20.1K 0.01% 328

Other funds holding WPC

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

True Wealth Design's WPC Position: Q2 2026 in Review

True Wealth Design increased its W.P. Carey (WPC) stake by 8.7% in Q2 2026, buying an estimated $3.88K and bringing the position to 664 shares worth $47.5K. The position accounts for 0.01% of the portfolio, ranked #504.

True Wealth Design first reported a position in WPC in Q4 2024 and has held it in 7 quarters since. 138 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • True Wealth Design held 664 shares of W.P. Carey worth $47.5K as of Q2 2026.
  • True Wealth Design bought 53 W.P. Carey shares in Q2 2026, an estimated $3.88K.
  • W.P. Carey made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #504 holding.
  • True Wealth Design first reported a position in W.P. Carey in Q4 2024 and has held it in 7 quarters since.
  • 138 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.