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Vise Technologies’s W.P. Carey WPC Stock Holding History

Vise Technologies’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 		$500K Buy
6,987
+1,026
+17% +$75.2K 0.01% 1156
2026
Q1 		$384K Hold
5,961
– – 0.01% 1017
2025
Q4 		$384K Buy
+5,961
New +$397K 0.01% 1023

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 $3.38T AUM 44.17% 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

Vise Technologies's WPC Position: Q2 2026 in Review

Vise Technologies increased its W.P. Carey (WPC) stake by 17% in Q2 2026, buying an estimated $75.2K and bringing the position to 6,987 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #1156.

Vise Technologies first reported a position in WPC in Q4 2025 and has held it in 3 quarters since. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Vise Technologies held 6,987 shares of W.P. Carey worth $500K as of Q2 2026.
  • Vise Technologies bought 1,026 W.P. Carey shares in Q2 2026, an estimated $75.2K.
  • W.P. Carey made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #1156 holding.
  • Vise Technologies first reported a position in W.P. Carey in Q4 2025 and has held it in 3 quarters since.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.