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

Wealth Preservation 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
2026
Q2 		– Sell
-87
Closed -$5.91K – 951
2026
Q1 		$5.91K Hold
87
– – ﹤0.01% 474
2025
Q4 		$5.6K Hold
87
– – ﹤0.01% 363
2025
Q3 		$5.88K Hold
87
– – ﹤0.01% 348
2025
Q2 		$5.43K Hold
87
– – ﹤0.01% 353
2025
Q1 		$5.49K Buy
+87
New +$5.15K ﹤0.01% 367

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 Preservation Advisors's WPC Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 87 shares — an estimated $5.91K sold.

Wealth Preservation Advisors first reported a position in WPC in Q1 2025 and held it in 5 quarters. The position peaked at $5.91K in Q1 2026. 895 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 87 W.P. Carey shares in Q2 2026, an estimated $5.91K.
  • Wealth Preservation Advisors first reported a position in W.P. Carey in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's W.P. Carey position peaked at $5.91K in Q1 2026.
  • 895 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.