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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

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

Wealth Enhancement Trust Services opened a new position in W.P. Carey (WPC) in Q2 2026: 74 shares worth $5.29K. The stake represents ﹤0.01% of the portfolio and ranks #833 among its holdings. This is a return to the name: Wealth Enhancement Trust Services previously reported a position in WPC as recently as Q4 2025.

Wealth Enhancement Trust Services first reported a position in WPC in Q4 2025 and has held it in 2 quarters since. 728 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Wealth Enhancement Trust Services held 74 shares of W.P. Carey worth $5.29K as of Q2 2026.
  • W.P. Carey was a new Wealth Enhancement Trust Services position in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #833 holding.
  • Wealth Enhancement Trust Services first reported a position in W.P. Carey in Q4 2025 and has held it in 2 quarters since.
  • 728 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

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