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WCG Wealth Advisors’s W.P. Carey WPC Stock Holding History

WCG Wealth 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
2025
Q1 		– Sell
-12,168
Closed -$663K – 329
2024
Q4 		$663K Sell
12,168
-4,629
-28% -$264K 0.04% 240
2024
Q3 		$1.05M Sell
16,797
-4,052
-19% -$240K 0.07% 217
2024
Q2 		$1.15M Sell
20,849
-301
-1% -$17K 0.09% 185
2024
Q1 		$1.19M Buy
21,150
+352
+2% +$21.1K 0.1% 171
2023
Q4 		$1.35M Sell
20,798
-2,298
-10% -$132K 0.1% 175
2023
Q3 		$1.22M Buy
+23,096
New +$1.48M 0.09% 180

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

WCG Wealth Advisors's WPC Position: Q1 2025 in Review

WCG Wealth Advisors sold out of W.P. Carey (WPC) in Q1 2025, closing a stake of 12,168 shares — an estimated $663K sold.

WCG Wealth Advisors first reported a position in WPC in Q3 2023 and held it in 6 quarters. The position peaked at $1.35M in Q4 2023. 821 funds tracked by Wall St. Rank hold WPC as of Q1 2025.

  • WCG Wealth Advisors reported no remaining W.P. Carey position as of Q1 2025 after selling out during the quarter.
  • WCG Wealth Advisors sold 12,168 W.P. Carey shares in Q1 2025, an estimated $663K.
  • WCG Wealth Advisors first reported a position in W.P. Carey in Q3 2023 and held it in 6 quarters.
  • WCG Wealth Advisors's W.P. Carey position peaked at $1.35M in Q4 2023.
  • 821 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2025.

Based on WCG Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.