Wipfli Financial Advisors’s W.P. Carey WPC Stock Holding History

Wipfli Financial 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
2022 Q3	$55K	Buy	+795	New	+$65.1K	﹤0.01%	1034

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Wipfli Financial Advisors's WPC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in W.P. Carey (WPC) in Q3 2022: 795 shares worth $55K. The stake represents ﹤0.01% of the portfolio and ranks #1034 among its holdings.

798 funds tracked by Wall St. Rank hold WPC as of Q3 2022.

Wipfli Financial Advisors held 795 shares of W.P. Carey worth $55K as of Q3 2022.
W.P. Carey was a new Wipfli Financial Advisors position in Q3 2022.
W.P. Carey made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1034 holding.
798 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.