Wingate Wealth Advisors’s W.P. Carey WPC Stock Holding History

Wingate Wealth 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 Q1	–	Sell	-673	Closed	-$36.7K	–	462
2024 Q4	$36.7K	Buy	+673	New	+$38.3K	0.04%	247

Other funds holding WPC

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wingate Wealth Advisors's WPC Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of W.P. Carey (WPC) in Q1 2025, closing a stake of 673 shares — an estimated $36.7K sold.

Wingate Wealth Advisors first reported a position in WPC in Q4 2024 and held it in 1 quarter. The position peaked at $36.7K in Q4 2024. 821 funds tracked by Wall St. Rank hold WPC as of Q1 2025.

Wingate Wealth Advisors reported no remaining W.P. Carey position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 673 W.P. Carey shares in Q1 2025, an estimated $36.7K.
Wingate Wealth Advisors first reported a position in W.P. Carey in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's W.P. Carey position peaked at $36.7K in Q4 2024.
821 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.