U.S. Capital Wealth Advisors’s W.P. Carey WPC Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	$9.61M	Buy	141,374 +4,208	+3%	+$295K	0.24%	95
2025 Q4	$8.83M	Buy	137,166 +2,218	+2%	+$148K	0.23%	106
2025 Q3	$9.12M	Buy	134,948 +2,955	+2%	+$193K	0.25%	102
2025 Q2	$8.23M	Buy	131,993 +16,458	+14%	+$1.01M	0.24%	112
2025 Q1	$7.29M	Buy	115,535 +66,591	+136%	+$3.94M	0.22%	117
2024 Q4	$2.67M	Buy	+48,944	New	+$2.79M	0.08%	250
2024 Q1	–	Sell	-3,363	Closed	-$218K	–	714
2023 Q4	$218K	Buy	+3,363	New	+$194K	0.01%	617
2023 Q3	–	Sell	-3,792	Closed	-$251K	–	685
2023 Q2	$251K	Buy	+3,792	New	+$264K	0.01%	575
2023 Q1	–	Sell	-2,315	Closed	-$177K	–	1537
2022 Q4	$177K	Buy	+2,315	New	+$174K	0.01%	631

Other funds holding WPC

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

U.S. Capital Wealth Advisors's WPC Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its W.P. Carey (WPC) stake by 3.1% in Q1 2026, buying an estimated $295K and bringing the position to 141,374 shares worth $9.61M. The position accounts for 0.24% of the portfolio, ranked #95.

U.S. Capital Wealth Advisors first reported a position in WPC in Q4 2022 and has held it in 9 quarters since. 867 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

U.S. Capital Wealth Advisors held 141,374 shares of W.P. Carey worth $9.61M as of Q1 2026.
U.S. Capital Wealth Advisors bought 4,208 W.P. Carey shares in Q1 2026, an estimated $295K.
W.P. Carey made up 0.24% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #95 holding.
U.S. Capital Wealth Advisors first reported a position in W.P. Carey in Q4 2022 and has held it in 9 quarters since.
867 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.