Wealth Enhancement Advisory Services
WPC icon

Wealth Enhancement Advisory Services’s W.P. Carey WPC Stock Holding History

Wealth Enhancement Advisory Services’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 		$18.4M Buy
257,150
+102,664
+66% +$7.52M 0.03% 463
2026
Q1 		$10.9M Sell
154,486
-163,044
-51% -$11.4M 0.02% 560
2025
Q4 		$20.4M Buy
317,530
+7,330
+2% +$488K 0.03% 474
2025
Q3 		$21.2M Buy
310,200
+98,706
+47% +$6.46M 0.03% 441
2025
Q2 		$13.4M Buy
211,494
+3,985
+2% +$245K 0.02% 542
2025
Q1 		$13.1M Buy
207,509
+6,000
+3% +$355K 0.03% 512
2024
Q4 		$11M Buy
201,509
+56,121
+39% +$3.2M 0.02% 532
2024
Q3 		$9.06M Buy
145,388
+1,983
+1% +$118K 0.02% 543
2024
Q2 		$7.89M Buy
143,405
+5,244
+4% +$296K 0.02% 551
2024
Q1 		$7.8M Sell
138,161
-8,113
-6% -$486K 0.02% 544
2023
Q4 		$9.48M Sell
146,274
-3,869
-3% -$223K 0.03% 446
2023
Q3 		$7.95M Buy
150,143
+106,692
+246% +$6.83M 0.03% 461
2023
Q2 		$2.88M Sell
43,451
-3,261
-7% -$227K 0.03% 168
2023
Q1 		$3.54M Buy
+46,712
New +$3.72M 0.04% 162

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

Wealth Enhancement Advisory Services's WPC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its W.P. Carey (WPC) stake by 66% in Q2 2026, buying an estimated $7.52M and bringing the position to 257,150 shares worth $18.4M. The position accounts for 0.03% of the portfolio, ranked #463.

Wealth Enhancement Advisory Services first reported a position in WPC in Q1 2023 and has held it in 14 quarters since. The position peaked at $21.2M in Q3 2025. 895 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 257,150 shares of W.P. Carey worth $18.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 102,664 W.P. Carey shares in Q2 2026, an estimated $7.52M.
  • W.P. Carey made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #463 holding.
  • Wealth Enhancement Advisory Services first reported a position in W.P. Carey in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's W.P. Carey position peaked at $21.2M in Q3 2025.
  • 895 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.