WA
WPC icon

Waverly Advisors’s W.P. Carey WPC Stock Holding History

Waverly 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 		$915K Buy
13,465
+3
+0% +$210 0.01% 857
2025
Q4 		$866K Buy
13,462
+2,241
+20% +$149K 0.01% 807
2025
Q3 		$758K Buy
11,221
+1,262
+13% +$82.6K 0.01% 714
2025
Q2 		$621K Buy
9,959
+59
+0.6% +$3.63K 0.01% 747
2025
Q1 		$625K Buy
9,900
+54
+0.5% +$3.2K 0.01% 724
2024
Q4 		$536K Sell
9,846
-1,557
-14% -$88.7K 0.01% 666
2024
Q3 		$710K Sell
11,403
-3,666
-24% -$217K 0.01% 511
2024
Q2 		$830K Sell
15,069
-293
-2% -$16.5K 0.02% 465
2024
Q1 		$867K Sell
15,362
-1,363
-8% -$81.6K 0.02% 392
2023
Q4 		$1.08M Sell
16,725
-1,586
-9% -$91.4K 0.04% 212
2023
Q3 		$970K Buy
+18,311
New +$1.17M 0.04% 201

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Waverly Advisors's WPC Position: Q1 2026 in Review

Waverly Advisors increased its W.P. Carey (WPC) stake by 0.02% in Q1 2026, buying an estimated $210 and bringing the position to 13,465 shares worth $915K. The position accounts for 0.01% of the portfolio, ranked #857.

Waverly Advisors first reported a position in WPC in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q4 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Waverly Advisors held 13,465 shares of W.P. Carey worth $915K as of Q1 2026.
  • Waverly Advisors bought 3 W.P. Carey shares in Q1 2026, an estimated $210.
  • W.P. Carey made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #857 holding.
  • Waverly Advisors first reported a position in W.P. Carey in Q3 2023 and has held it in 11 quarters since.
  • Waverly Advisors's W.P. Carey position peaked at $1.08M in Q4 2023.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.