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Wilmington Savings Fund Society’s W.P. Carey WPC Stock Holding History

Wilmington Savings Fund Society’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 		$236K Hold
3,300
– – 0.01% 553
2026
Q1 		$224K Hold
3,300
– – 0.01% 569
2025
Q4 		$212K Hold
3,300
– – 0.01% 582
2025
Q3 		$223K Sell
3,300
-913
-22% -$59.8K 0.01% 565
2025
Q2 		$263K Hold
4,213
– – ﹤0.01% 740
2025
Q1 		$266K Hold
4,213
– – 0.01% 737
2024
Q4 		$230K Hold
4,213
– – ﹤0.01% 786
2024
Q3 		$262K Buy
+4,213
New +$250K ﹤0.01% 735

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

Wilmington Savings Fund Society's WPC Position: Q2 2026 in Review

Wilmington Savings Fund Society held its W.P. Carey (WPC) position steady in Q2 2026 at 3,300 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #553.

Wilmington Savings Fund Society first reported a position in WPC in Q3 2024 and has held it in 8 quarters since. The position peaked at $266K in Q1 2025. 896 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Wilmington Savings Fund Society held 3,300 shares of W.P. Carey worth $236K as of Q2 2026.
  • Wilmington Savings Fund Society left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up 0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #553 holding.
  • Wilmington Savings Fund Society first reported a position in W.P. Carey in Q3 2024 and has held it in 8 quarters since.
  • Wilmington Savings Fund Society's W.P. Carey position peaked at $266K in Q1 2025.
  • 896 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.