Wealth Enhancement Trust Services
WPC icon

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

Wealth Enhancement Trust 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
Q3 		$7.11K Buy
110
+36
+49% +$2.55K ﹤0.01% 614
2026
Q2 		$5.29K Buy
+74
New +$5.42K ﹤0.01% 833
2026
Q1 		– Sell
-68
Closed -$4.38K – 823
2025
Q4 		$4.38K Buy
+68
New +$4.53K ﹤0.01% 608

Other funds holding WPC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Trust Services's WPC Position: Q3 2026 in Review

Wealth Enhancement Trust Services increased its W.P. Carey (WPC) stake by 49% in Q3 2026, buying an estimated $2.55K and bringing the position to 110 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Wealth Enhancement Trust Services first reported a position in WPC in Q4 2025 and has held it in 3 quarters since. 748 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Wealth Enhancement Trust Services held 110 shares of W.P. Carey worth $7.11K as of Q3 2026.
  • Wealth Enhancement Trust Services bought 36 W.P. Carey shares in Q3 2026, an estimated $2.55K.
  • W.P. Carey made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #614 holding.
  • Wealth Enhancement Trust Services first reported a position in W.P. Carey in Q4 2025 and has held it in 3 quarters since.
  • 748 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.