Widmann Financial Services’s W.P. Carey WPC Stock Holding History

Widmann Financial Services’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	$339K	Hold	4,985	–	–	0.2%	92
2025 Q4	$321K	Buy	4,985 +367	+8%	+$24.4K	0.2%	89
2025 Q3	$312K	Hold	4,618	–	–	0.2%	87
2025 Q2	$288K	Sell	4,618 -165	-3%	-$10.2K	0.2%	91
2025 Q1	$302K	Sell	4,783 -217	-4%	-$12.8K	0.23%	80
2024 Q4	$272K	Hold	5,000	–	–	0.21%	82
2024 Q3	$311K	Sell	5,000 -760	-13%	-$45.1K	0.24%	74
2024 Q2	$317K	Sell	5,760 -100	-2%	-$5.64K	0.26%	70
2024 Q1	$331K	Hold	5,860	–	–	0.28%	72
2023 Q4	$380K	Sell	5,860 -123	-2%	-$7.09K	0.34%	57
2023 Q3	$317K	Hold	5,983	–	–	0.32%	63
2023 Q2	$396K	Buy	5,983 +145	+2%	+$10.1K	0.38%	57
2023 Q1	$443K	Buy	5,838 +341	+6%	+$27.2K	0.45%	52
2022 Q4	$421K	Buy	5,497 +1	+0%	+$75	0.44%	54
2022 Q3	$376K	Buy	5,496 +8	+0.1%	+$655	0.42%	58
2022 Q2	$445K	Buy	5,488 +306	+6%	+$24.7K	0.46%	55
2022 Q1	$410K	Buy	5,182 +82	+2%	+$6.29K	0.36%	57
2021 Q4	$409K	Buy	+5,100	New	+$390K	0.34%	56

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Widmann Financial Services's WPC Position: Q1 2026 in Review

Widmann Financial Services held its W.P. Carey (WPC) position steady in Q1 2026 at 4,985 shares worth $339K. The position accounts for 0.2% of the portfolio, ranked #92.

Widmann Financial Services first reported a position in WPC in Q4 2021 and has held it in 18 quarters since. The position peaked at $445K in Q2 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Widmann Financial Services held 4,985 shares of W.P. Carey worth $339K as of Q1 2026.
Widmann Financial Services left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up 0.2% of Widmann Financial Services's portfolio in Q1 2026, its #92 holding.
Widmann Financial Services first reported a position in W.P. Carey in Q4 2021 and has held it in 18 quarters since.
Widmann Financial Services's W.P. Carey position peaked at $445K in Q2 2022.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.