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 $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

Wells Fargo's WPC Position: Q1 2026 in Review

Wells Fargo increased its W.P. Carey (WPC) stake by 0.4% in Q1 2026, buying an estimated $113K and bringing the position to 401,266 shares worth $27.3M. The position accounts for 0.01% of the portfolio, ranked #1304.

Wells Fargo first reported a position in WPC in Q2 2013 and has held it in 52 quarters since. The position peaked at $57M in Q3 2019. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Wells Fargo held 401,266 shares of W.P. Carey worth $27.3M as of Q1 2026.
  • Wells Fargo bought 1,614 W.P. Carey shares in Q1 2026, an estimated $113K.
  • W.P. Carey made up 0.01% of Wells Fargo's portfolio in Q1 2026, its #1304 holding.
  • Wells Fargo first reported a position in W.P. Carey in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's W.P. Carey position peaked at $57M in Q3 2019.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.