Valmark Advisers’s W.P. Carey WPC Stock Holding History

Valmark Advisers’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	$200K	Buy	+2,949	New	+$207K	﹤0.01%	670
2025 Q4	–	Sell	-2,994	Closed	-$202K	–	682
2025 Q3	$202K	Buy	+2,994	New	+$196K	﹤0.01%	639
2023 Q3	–	Sell	-3,201	Closed	-$212K	–	488
2023 Q2	$212K	Hold	3,201	–	–	﹤0.01%	453
2023 Q1	$243K	Buy	3,201 +499	+18%	+$39.8K	0.01%	428
2022 Q4	$207K	Buy	+2,702	New	+$203K	﹤0.01%	428
2022 Q3	–	Sell	-2,702	Closed	-$219K	–	427
2022 Q2	$219K	Sell	2,702 -172	-6%	-$13.9K	﹤0.01%	391
2022 Q1	$228K	Buy	2,874 +145	+5%	+$11.1K	﹤0.01%	401
2021 Q4	$219K	Buy	+2,729	New	+$209K	﹤0.01%	389
2021 Q2	–	Sell	-3,004	Closed	-$208K	–	404
2021 Q1	$208K	Buy	+3,004	New	+$201K	﹤0.01%	363

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 $298B AUM 21.96% 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

Valmark Advisers's WPC Position: Q1 2026 in Review

Valmark Advisers opened a new position in W.P. Carey (WPC) in Q1 2026: 2,949 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #670 among its holdings. This is a return to the name: Valmark Advisers previously reported a position in WPC as recently as Q3 2025.

Valmark Advisers first reported a position in WPC in Q1 2021 and has held it in 9 quarters since. The position peaked at $243K in Q1 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Valmark Advisers held 2,949 shares of W.P. Carey worth $200K as of Q1 2026.
W.P. Carey was a new Valmark Advisers position in Q1 2026.
W.P. Carey made up ﹤0.01% of Valmark Advisers's portfolio in Q1 2026, its #670 holding.
Valmark Advisers first reported a position in W.P. Carey in Q1 2021 and has held it in 9 quarters since.
Valmark Advisers's W.P. Carey position peaked at $243K in Q1 2023.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.