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Wealthspire Advisors (New York)’s W.P. Carey WPC Stock Holding History

Wealthspire Advisors (New York)’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 		$867K Buy
12,750
+692
+6% +$48.5K 0.01% 436
2025
Q4 		$776K Buy
12,058
+333
+3% +$22.2K 0.01% 485
2025
Q3 		$792K Sell
11,725
-228
-2% -$14.9K ﹤0.01% 434
2025
Q2 		$746K Sell
11,953
-114
-0.9% -$7.02K ﹤0.01% 442
2025
Q1 		$762K Buy
12,067
+150
+1% +$8.88K ﹤0.01% 440
2024
Q4 		$649K Buy
11,917
+339
+3% +$19.3K 0.01% 448
2024
Q3 		$721K Buy
+11,578
New +$686K 0.01% 427

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

Wealthspire Advisors (New York)'s WPC Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its W.P. Carey (WPC) stake by 5.7% in Q1 2026, buying an estimated $48.5K and bringing the position to 12,750 shares worth $867K. The position accounts for 0.01% of the portfolio, ranked #436.

Wealthspire Advisors (New York) first reported a position in WPC in Q3 2024 and has held it in 7 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Wealthspire Advisors (New York) held 12,750 shares of W.P. Carey worth $867K as of Q1 2026.
  • Wealthspire Advisors (New York) bought 692 W.P. Carey shares in Q1 2026, an estimated $48.5K.
  • W.P. Carey made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #436 holding.
  • Wealthspire Advisors (New York) first reported a position in W.P. Carey in Q3 2024 and has held it in 7 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.