WAP
WPC icon

Wealthcare Advisory Partners’s W.P. Carey WPC Stock Holding History

Wealthcare Advisory Partners’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 		$2.43M Sell
33,982
-15
-0% -$1.1K 0.05% 317
2026
Q1 		$2.31M Sell
33,997
-384
-1% -$26.9K 0.04% 341
2025
Q4 		$2.21M Buy
34,381
+135
+0.4% +$8.99K 0.04% 342
2025
Q3 		$2.31M Sell
34,246
-1,518
-4% -$99.4K 0.05% 310
2025
Q2 		$2.23M Buy
35,764
+1,306
+4% +$80.4K 0.05% 303
2025
Q1 		$2.17M Buy
34,458
+2,310
+7% +$137K 0.06% 269
2024
Q4 		$1.75M Sell
32,148
-2,208
-6% -$126K 0.05% 298
2024
Q3 		$2.14M Buy
34,356
+5,917
+21% +$351K 0.06% 253
2024
Q2 		$1.57M Buy
28,439
+1,443
+5% +$81.3K 0.05% 282
2024
Q1 		$1.52M Sell
26,996
-363
-1% -$21.7K 0.05% 281
2023
Q4 		$1.77M Sell
27,359
-2,771
-9% -$160K 0.07% 218
2023
Q3 		$1.6M Buy
30,130
+1,029
+4% +$65.9K 0.07% 207
2023
Q2 		$1.93M Buy
29,101
+435
+2% +$30.2K 0.09% 181
2023
Q1 		$2.17M Buy
28,666
+5,063
+21% +$403K 0.09% 169
2022
Q4 		$1.81M Buy
23,603
+311
+1% +$23.4K 0.09% 176
2022
Q3 		$1.59M Buy
23,292
+982
+4% +$80.4K 0.09% 164
2022
Q2 		$1.81M Sell
22,310
-453
-2% -$36.6K 0.11% 128
2022
Q1 		$1.8M Buy
22,763
+899
+4% +$69K 0.11% 111
2021
Q4 		$1.76M Buy
21,864
+653
+3% +$50K 0.11% 115
2021
Q3 		$1.52M Buy
21,211
+485
+2% +$36.9K 0.1% 132
2021
Q2 		$1.51M Buy
20,726
+706
+4% +$51.7K 0.1% 133
2021
Q1 		$1.39M Buy
20,020
+9
+0% +$603 0.1% 128
2020
Q4 		$1.38M Sell
20,011
-131
-0.7% -$8.75K 0.12% 105
2020
Q3 		$1.28M Buy
20,142
+612
+3% +$41.2K 0.14% 88
2020
Q2 		$1.29M Buy
19,530
+1,072
+6% +$66.6K 0.16% 83
2020
Q1 		$1.05M Buy
18,458
+10,649
+136% +$808K 0.15% 84
2019
Q4 		$612K Hold
7,809
– – 0.08% 151
2019
Q3 		$684K Sell
7,809
-323
-4% -$27.5K 0.1% 118
2019
Q2 		$647K Buy
8,132
+117
+1% +$9.27K 0.1% 121
2019
Q1 		$615K Hold
8,015
– – 0.1% 119
2018
Q4 		$513K Buy
8,015
+138
+2% +$8.98K 0.1% 116
2018
Q3 		$496K Hold
7,877
– – 0.09% 118
2018
Q2 		$512K Buy
7,877
+6,943
+743% +$440K 0.1% 119
2018
Q1 		$57K Buy
934
+286
+44% +$17.6K 0.01% 377
2017
Q4 		$44K Buy
+648
New +$44.3K 0.01% 395

Other funds holding WPC

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Wealthcare Advisory Partners's WPC Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its W.P. Carey (WPC) stake by 0.04% in Q2 2026, selling an estimated $1.1K and leaving 33,982 shares worth $2.43M. The position accounts for 0.05% of the portfolio, ranked #317.

Wealthcare Advisory Partners first reported a position in WPC in Q4 2017 and has held it in 35 quarters since. 138 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Wealthcare Advisory Partners held 33,982 shares of W.P. Carey worth $2.43M as of Q2 2026.
  • Wealthcare Advisory Partners sold 15 W.P. Carey shares in Q2 2026, an estimated $1.1K.
  • W.P. Carey made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #317 holding.
  • Wealthcare Advisory Partners first reported a position in W.P. Carey in Q4 2017 and has held it in 35 quarters since.
  • 138 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.