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Virtus ETF Advisers’s W.P. Carey WPC Stock Holding History

Virtus ETF 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
Q2 		$494K Buy
6,906
+803
+13% +$58.8K 0.19% 138
2026
Q1 		$415K Hold
6,103
– – 0.19% 134
2025
Q4 		$393K Buy
6,103
+103
+2% +$6.86K 0.19% 141
2025
Q3 		$405K Buy
+6,000
New +$393K 0.22% 123
2020
Q3 		– Sell
-172
Closed -$11K – 434
2020
Q2 		$11K Buy
+172
New +$10.7K 0.01% 423

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Virtus ETF Advisers's WPC Position: Q2 2026 in Review

Virtus ETF Advisers increased its W.P. Carey (WPC) stake by 13% in Q2 2026, buying an estimated $58.8K and bringing the position to 6,906 shares worth $494K. The position accounts for 0.19% of the portfolio, ranked #138.

Virtus ETF Advisers first reported a position in WPC in Q2 2020 and has held it in 5 quarters since. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Virtus ETF Advisers held 6,906 shares of W.P. Carey worth $494K as of Q2 2026.
  • Virtus ETF Advisers bought 803 W.P. Carey shares in Q2 2026, an estimated $58.8K.
  • W.P. Carey made up 0.19% of Virtus ETF Advisers's portfolio in Q2 2026, its #138 holding.
  • Virtus ETF Advisers first reported a position in W.P. Carey in Q2 2020 and has held it in 5 quarters since.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Virtus ETF Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.