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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
Q2 		$2.96M Buy
41,436
+446
+1% +$32.7K 0.02% 502
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Xponance's WPC Position: Q2 2026 in Review

Xponance increased its W.P. Carey (WPC) stake by 1.1% in Q2 2026, buying an estimated $32.7K and bringing the position to 41,436 shares worth $2.96M. The position accounts for 0.02% of the portfolio, ranked #502.

Xponance first reported a position in WPC in Q2 2022 and has held it in 17 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Xponance held 41,436 shares of W.P. Carey worth $2.96M as of Q2 2026.
  • Xponance bought 446 W.P. Carey shares in Q2 2026, an estimated $32.7K.
  • W.P. Carey made up 0.02% of Xponance's portfolio in Q2 2026, its #502 holding.
  • Xponance first reported a position in W.P. Carey in Q2 2022 and has held it in 17 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.