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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
Q2 		$746K Sell
10,437
-2,313
-18% -$170K ﹤0.01% 647
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 $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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s WPC Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its W.P. Carey (WPC) stake by 18% in Q2 2026, selling an estimated $170K and leaving 10,437 shares worth $746K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Wealthspire Advisors (New York) first reported a position in WPC in Q3 2024 and has held it in 8 quarters since. The position peaked at $867K in Q1 2026. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Wealthspire Advisors (New York) held 10,437 shares of W.P. Carey worth $746K as of Q2 2026.
  • Wealthspire Advisors (New York) sold 2,313 W.P. Carey shares in Q2 2026, an estimated $170K.
  • W.P. Carey made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #647 holding.
  • Wealthspire Advisors (New York) first reported a position in W.P. Carey in Q3 2024 and has held it in 8 quarters since.
  • Wealthspire Advisors (New York)'s W.P. Carey position peaked at $867K in Q1 2026.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.