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Xponance’s W.P. Carey WPC Stock Holding History

Xponance’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 		$2.79M Buy
40,990
+6,831
+20% +$479K 0.02% 495
2025
Q4 		$2.2M Sell
34,159
-4,024
-11% -$268K 0.02% 515
2025
Q3 		$2.58M Buy
38,183
+389
+1% +$25.5K 0.02% 484
2025
Q2 		$2.36M Buy
37,794
+296
+0.8% +$18.2K 0.02% 500
2025
Q1 		$2.37M Sell
37,498
-211
-0.6% -$12.5K 0.02% 485
2024
Q4 		$2.05M Buy
37,709
+3,077
+9% +$175K 0.02% 516
2024
Q3 		$2.16M Buy
34,632
+199
+0.6% +$11.8K 0.02% 500
2024
Q2 		$1.9M Sell
34,433
-2,900
-8% -$163K 0.02% 507
2024
Q1 		$2.11M Buy
37,333
+10,735
+40% +$643K 0.02% 503
2023
Q4 		$1.72M Buy
26,598
+18,279
+220% +$1.05M 0.02% 508
2023
Q3 		$441K Buy
8,319
+735
+10% +$47.1K 0.01% 930
2023
Q2 		$502K Buy
7,584
+59
+0.8% +$4.1K 0.01% 909
2023
Q1 		$571K Buy
7,525
+137
+2% +$10.9K 0.01% 874
2022
Q4 		$565K Buy
7,388
+3,579
+94% +$269K 0.01% 856
2022
Q3 		$260K Buy
3,809
+158
+4% +$12.9K 0.01% 1034
2022
Q2 		$296K Buy
+3,651
New +$295K 0.01% 1013

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

Xponance's WPC Position: Q1 2026 in Review

Xponance increased its W.P. Carey (WPC) stake by 20% in Q1 2026, buying an estimated $479K and bringing the position to 40,990 shares worth $2.79M. The position accounts for 0.02% of the portfolio, ranked #495.

Xponance first reported a position in WPC in Q2 2022 and has held it in 16 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Xponance held 40,990 shares of W.P. Carey worth $2.79M as of Q1 2026.
  • Xponance bought 6,831 W.P. Carey shares in Q1 2026, an estimated $479K.
  • W.P. Carey made up 0.02% of Xponance's portfolio in Q1 2026, its #495 holding.
  • Xponance first reported a position in W.P. Carey in Q2 2022 and has held it in 16 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Xponance's 13F filing for Q1 2026, filed 13 May 2026.