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Woodward Diversified Capital’s W.P. Carey WPC Stock Holding History

Woodward Diversified Capital’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 		$400K Buy
5,408
+165
+3% +$11.6K 0.18% 116
2025
Q4 		$337K Buy
5,243
+198
+4% +$13.2K 0.15% 127
2025
Q3 		$341K Sell
5,045
-49
-1% -$3.21K 0.16% 130
2025
Q2 		$318K Buy
+5,094
New +$314K 0.16% 129
2024
Q4 		– Sell
-4,698
Closed -$293K – 168
2024
Q3 		$293K Sell
4,698
-204
-4% -$12.1K 0.19% 125
2024
Q2 		$270K Sell
4,902
-216
-4% -$12.2K 0.16% 129
2024
Q1 		$289K Sell
5,118
-999
-16% -$59.8K 0.18% 127
2023
Q4 		$396K Sell
6,117
-163
-3% -$9.39K 0.25% 100
2023
Q3 		$333K Buy
6,280
+890
+17% +$57K 0.24% 101
2023
Q2 		$357K Sell
5,390
-79
-1% -$5.49K 0.27% 88
2023
Q1 		$415K Sell
5,469
-24
-0.4% -$1.91K 0.33% 80
2022
Q4 		$420K Sell
5,493
-916
-14% -$68.8K 0.34% 76
2022
Q3 		$438K Sell
6,409
-280
-4% -$22.9K 0.36% 67
2022
Q2 		$543K Buy
6,689
+232
+4% +$18.7K 0.42% 61
2022
Q1 		$511K Buy
6,457
+838
+15% +$64.3K 0.33% 81
2021
Q4 		$452K Buy
5,619
+620
+12% +$47.5K 0.27% 99
2021
Q3 		$358K Buy
4,999
+421
+9% +$32K 0.22% 116
2021
Q2 		$335K Buy
4,578
+389
+9% +$28.5K 0.19% 126
2021
Q1 		$290K Sell
4,189
-385
-8% -$25.8K 0.17% 143
2020
Q4 		$316K Buy
+4,574
New +$306K 0.21% 111

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Woodward Diversified Capital's WPC Position: Q1 2026 in Review

Woodward Diversified Capital increased its W.P. Carey (WPC) stake by 3.1% in Q1 2026, buying an estimated $11.6K and bringing the position to 5,408 shares worth $400K. The position accounts for 0.18% of the portfolio, ranked #116.

Woodward Diversified Capital first reported a position in WPC in Q4 2020 and has held it in 20 quarters since. The position peaked at $543K in Q2 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Woodward Diversified Capital held 5,408 shares of W.P. Carey worth $400K as of Q1 2026.
  • Woodward Diversified Capital bought 165 W.P. Carey shares in Q1 2026, an estimated $11.6K.
  • W.P. Carey made up 0.18% of Woodward Diversified Capital's portfolio in Q1 2026, its #116 holding.
  • Woodward Diversified Capital first reported a position in W.P. Carey in Q4 2020 and has held it in 20 quarters since.
  • Woodward Diversified Capital's W.P. Carey position peaked at $543K in Q2 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Woodward Diversified Capital's 13F filing for Q1 2026, filed 24 Apr 2026.