Winnow Wealth’s W.P. Carey WPC Stock Holding History

Winnow Wealth’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	-6	Closed	-$408	–	657
2025 Q3	$408	Buy	+6	New	+$393	﹤0.01%	484
2025 Q2	–	Sell	-5	Closed	-$316	–	681
2025 Q1	$316	Buy	5 +1	+25%	+$59	﹤0.01%	567
2024 Q4	$183	Buy	+4	New	+$228	﹤0.01%	589

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

Winnow Wealth's WPC Position: Q4 2025 in Review

Winnow Wealth sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 6 shares — an estimated $408 sold.

Winnow Wealth first reported a position in WPC in Q4 2024 and held it in 3 quarters. The position peaked at $408 in Q3 2025. 858 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

Winnow Wealth reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
Winnow Wealth sold 6 W.P. Carey shares in Q4 2025, an estimated $408.
Winnow Wealth first reported a position in W.P. Carey in Q4 2024 and held it in 3 quarters.
Winnow Wealth's W.P. Carey position peaked at $408 in Q3 2025.
858 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on Winnow Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.