WWM
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Wolff Wiese Magana’s W.P. Carey WPC Stock Holding History

Wolff Wiese Magana’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 		$67.8K Buy
948
+112
+13% +$8.21K 0.03% 198
2026
Q1 		$56.8K Buy
836
+187
+29% +$13.1K 0.03% 199
2025
Q4 		$41.8K Buy
649
+1
+0.2% +$67 0.02% 225
2025
Q3 		$43.8K Buy
648
+4
+0.6% +$262 0.02% 225
2025
Q2 		$40.2K Sell
644
-281
-30% -$17.3K 0.02% 222
2025
Q1 		$58.4K Buy
925
+4
+0.4% +$237 0.04% 177
2024
Q4 		$50.2K Buy
921
+3
+0.3% +$171 0.03% 195
2024
Q3 		$57.2K Buy
918
+363
+65% +$21.5K 0.04% 176
2024
Q2 		$30.5K Buy
555
+2
+0.4% +$113 0.02% 209
2024
Q1 		$31.2K Buy
553
+1
+0.2% +$60 0.03% 186
2023
Q4 		$35.8K Sell
552
-10
-2% -$576 0.03% 171
2023
Q3 		$29.7K Hold
562
– – 0.02% 233
2023
Q2 		$37.2K Buy
562
+103
+22% +$7.16K 0.03% 218
2023
Q1 		$34.9K Hold
459
– – 0.03% 215
2022
Q4 		$35.2K Hold
459
– – 0.03% 212
2022
Q3 		$31K Sell
459
-93
-17% -$7.61K 0.02% 318
2022
Q2 		$45K Buy
552
+1
+0.2% +$81 0.03% 271
2022
Q1 		$44K Buy
551
+1
+0.2% +$77 0.03% 293
2021
Q4 		$44K Buy
+550
New +$42.1K 0.03% 300

Other funds holding WPC

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Wolff Wiese Magana's WPC Position: Q2 2026 in Review

Wolff Wiese Magana increased its W.P. Carey (WPC) stake by 13% in Q2 2026, buying an estimated $8.21K and bringing the position to 948 shares worth $67.8K. The position accounts for 0.03% of the portfolio, ranked #198.

Wolff Wiese Magana first reported a position in WPC in Q4 2021 and has held it in 19 quarters since. 135 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Wolff Wiese Magana held 948 shares of W.P. Carey worth $67.8K as of Q2 2026.
  • Wolff Wiese Magana bought 112 W.P. Carey shares in Q2 2026, an estimated $8.21K.
  • W.P. Carey made up 0.03% of Wolff Wiese Magana's portfolio in Q2 2026, its #198 holding.
  • Wolff Wiese Magana first reported a position in W.P. Carey in Q4 2021 and has held it in 19 quarters since.
  • 135 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.