Winch Advisory Services’s W.P. Carey WPC Stock Holding History

Winch Advisory 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	$92.5K	Buy	1,362 +18	+1%	+$1.26K	0.02%	137
2025 Q4	$86.5K	Buy	1,344 +18	+1%	+$1.2K	0.02%	140
2025 Q3	$89.6K	Buy	1,326 +19	+1%	+$1.24K	0.02%	136
2025 Q2	$81.5K	Buy	1,307 +19	+1%	+$1.17K	0.02%	135
2025 Q1	$81.3K	Buy	1,288 +20	+2%	+$1.18K	0.02%	129
2024 Q4	$69.1K	Buy	+1,268	New	+$72.2K	0.02%	139
2015 Q2	–	Sell	-615	Closed	-$41K	–	350
2015 Q1	$41K	Buy	+615	New	+$42.3K	0.02%	90
2014 Q4	–	Sell	-597	Closed	-$37K	–	178
2014 Q3	$37K	Buy	597 +8	+1%	+$524	0.02%	80
2014 Q2	$37K	Buy	589 +8	+1%	+$488	0.02%	102
2014 Q1	$34K	Buy	+581	New	+$35.1K	0.02%	117

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

Winch Advisory Services's WPC Position: Q1 2026 in Review

Winch Advisory Services increased its W.P. Carey (WPC) stake by 1.3% in Q1 2026, buying an estimated $1.26K and bringing the position to 1,362 shares worth $92.5K. The position accounts for 0.02% of the portfolio, ranked #137.

Winch Advisory Services first reported a position in WPC in Q1 2014 and has held it in 10 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Winch Advisory Services held 1,362 shares of W.P. Carey worth $92.5K as of Q1 2026.
Winch Advisory Services bought 18 W.P. Carey shares in Q1 2026, an estimated $1.26K.
W.P. Carey made up 0.02% of Winch Advisory Services's portfolio in Q1 2026, its #137 holding.
Winch Advisory Services first reported a position in W.P. Carey in Q1 2014 and has held it in 10 quarters since.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.