Wayfinding Financial’s W.P. Carey WPC Stock Holding History

Wayfinding Financial’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
2025 Q2	–	Sell	-2,177	Closed	-$139K	–	719
2025 Q1	$139K	Buy	+2,177	New	+$129K	0.06%	181

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wayfinding Financial's WPC Position: Q2 2025 in Review

Wayfinding Financial sold out of W.P. Carey (WPC) in Q2 2025, closing a stake of 2,177 shares — an estimated $139K sold.

Wayfinding Financial first reported a position in WPC in Q1 2025 and held it in 1 quarter. The position peaked at $139K in Q1 2025. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

Wayfinding Financial reported no remaining W.P. Carey position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 2,177 W.P. Carey shares in Q2 2025, an estimated $139K.
Wayfinding Financial first reported a position in W.P. Carey in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's W.P. Carey position peaked at $139K in Q1 2025.
819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.