Wealthfront Advisers
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Wealthfront Advisers’s W.P. Carey WPC Stock Holding History

Wealthfront Advisers’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
Q1 		$5.65M Sell
83,181
-1,778
-2% -$125K 0.01% 392
2025
Q4 		$5.47M Sell
84,959
-2,403
-3% -$160K 0.01% 385
2025
Q3 		$5.9M Sell
87,362
-13,341
-13% -$873K 0.01% 354
2025
Q2 		$6.28M Buy
100,703
+1,809
+2% +$111K 0.02% 326
2025
Q1 		$6.24M Buy
98,894
+22,692
+30% +$1.34M 0.02% 305
2024
Q4 		$4.15M Buy
76,202
+3,174
+4% +$181K 0.01% 368
2024
Q3 		$4.55M Buy
73,028
+17,630
+32% +$1.05M 0.01% 324
2024
Q2 		$3.05M Buy
55,398
+13,724
+33% +$773K 0.01% 382
2024
Q1 		$2.35M Buy
41,674
+9,265
+29% +$555K 0.01% 447
2023
Q4 		$2.1M Sell
32,409
-2,494
-7% -$144K 0.01% 452
2023
Q3 		$1.85M Sell
34,903
-5,509
-14% -$353K 0.01% 435
2023
Q2 		$2.67M Buy
40,412
+15,036
+59% +$1.05M 0.01% 356
2023
Q1 		$1.92M Buy
25,376
+1,804
+8% +$144K 0.01% 417
2022
Q4 		$1.8M Sell
23,572
-534
-2% -$40.1K 0.01% 426
2022
Q3 		$1.65M Sell
24,106
-501
-2% -$41K 0.01% 403
2022
Q2 		$2M Buy
24,607
+4,907
+25% +$396K 0.01% 385
2022
Q1 		$1.56M Sell
19,700
-303
-2% -$23.2K 0.01% 448
2021
Q4 		$1.61M Buy
20,003
+14,406
+257% +$1.1M 0.01% 425
2021
Q3 		$400K Buy
+5,597
New +$426K ﹤0.01% 587

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers's WPC Position: Q1 2026 in Review

Wealthfront Advisers reduced its W.P. Carey (WPC) stake by 2.1% in Q1 2026, selling an estimated $125K and leaving 83,181 shares worth $5.65M. The position accounts for 0.01% of the portfolio, ranked #392.

Wealthfront Advisers first reported a position in WPC in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.28M in Q2 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Wealthfront Advisers held 83,181 shares of W.P. Carey worth $5.65M as of Q1 2026.
  • Wealthfront Advisers sold 1,778 W.P. Carey shares in Q1 2026, an estimated $125K.
  • W.P. Carey made up 0.01% of Wealthfront Advisers's portfolio in Q1 2026, its #392 holding.
  • Wealthfront Advisers first reported a position in W.P. Carey in Q3 2021 and has held it in 19 quarters since.
  • Wealthfront Advisers's W.P. Carey position peaked at $6.28M in Q2 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.