WESPAC Advisors’s W.P. Carey WPC Stock Holding History

WESPAC Advisors’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
2025 Q4	–	Sell	-9,898	Closed	-$669K	–	209
2025 Q3	$669K	Buy	+9,898	New	+$648K	0.39%	95

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WESPAC Advisors's WPC Position: Q4 2025 in Review

WESPAC Advisors sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 9,898 shares — an estimated $669K sold.

WESPAC Advisors first reported a position in WPC in Q3 2025 and held it in 1 quarter. The position peaked at $669K in Q3 2025. 858 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

WESPAC Advisors reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
WESPAC Advisors sold 9,898 W.P. Carey shares in Q4 2025, an estimated $669K.
WESPAC Advisors first reported a position in W.P. Carey in Q3 2025 and held it in 1 quarter.
WESPAC Advisors's W.P. Carey position peaked at $669K in Q3 2025.
858 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on WESPAC Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.