Wells Fargo
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Wells Fargo’s W.P. Carey WPC Stock Holding History

Wells Fargo’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
2023
Q4 		– Sell
-102,100
Closed -$5.41M – 7723
2023
Q3 		$5.41M Buy
+102,100
New +$6.54M ﹤0.01% 2041

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

Wells Fargo's WPC Position: Q2 2026 in Review

Wells Fargo increased its W.P. Carey (WPC) stake by 4.9% in Q2 2026, buying an estimated $1.44M and bringing the position to 420,900 shares worth $30.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Wells Fargo first reported a position in WPC in Q2 2013 and has held it in 53 quarters since. The position peaked at $57M in Q3 2019. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Wells Fargo held 420,900 shares of W.P. Carey worth $30.1M as of Q2 2026.
  • Wells Fargo bought 19,634 W.P. Carey shares in Q2 2026, an estimated $1.44M.
  • W.P. Carey made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #1344 holding.
  • Wells Fargo first reported a position in W.P. Carey in Q2 2013 and has held it in 53 quarters since.
  • Wells Fargo's W.P. Carey position peaked at $57M in Q3 2019.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.