True Wealth Design
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
Q3 		$47.9K Buy
741
+77
+12% +$5.46K 0.01% 518
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% +$1.12K 0.01% 319
2024
Q4 		$19.2K Buy
+353
New +$20.1K 0.01% 328

Other funds holding WPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

True Wealth Design's WPC Position: Q3 2026 in Review

True Wealth Design increased its W.P. Carey (WPC) stake by 12% in Q3 2026, buying an estimated $5.46K and bringing the position to 741 shares worth $47.9K. The position accounts for 0.01% of the portfolio, ranked #518.

True Wealth Design first reported a position in WPC in Q4 2024 and has held it in 8 quarters since. 165 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • True Wealth Design held 741 shares of W.P. Carey worth $47.9K as of Q3 2026.
  • True Wealth Design bought 77 W.P. Carey shares in Q3 2026, an estimated $5.46K.
  • W.P. Carey made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #518 holding.
  • True Wealth Design first reported a position in W.P. Carey in Q4 2024 and has held it in 8 quarters since.
  • 165 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.