Sheets Smith Wealth Management

SEC CIK: 0001157436
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

WPC holding history

W. P. Carey Inc. in every 13F filed by Sheets Smith Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WPC overview All 13F holders of WPC Full Q2 2026 holdings

Shares (Q2 2026): 83,010
Value: $5.94M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of WPC by Sheets Smith Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	83,010	$5.94M	0.6%	−1,000−1.2%	Reduced	Holders
Q1 2026	84,010	$5.71M	0.6%	+590+0.7%	Added	Holders
Q4 2025	83,420	$5.37M	0.6%	−2,090−2.4%	Reduced	Holders
Q3 2025	85,510	$5.78M	0.7%	−6,208−6.8%	Reduced	Holders
Q2 2025	91,718	$5.72M	0.7%	−3,997−4.2%	Reduced	Holders
Q1 2025	95,715	$6.04M	0.8%	+67+0.1%	Added	Holders
Q4 2024	95,648	$5.21M	0.6%	+17,447+22.3%	Added	Holders
Q3 2024	78,201	$4.87M	0.6%	−6,911−8.1%	Reduced	Holders
Q2 2024	85,112	$4.69M	0.6%	−3,500−3.9%	Reduced	Holders
Q1 2024	88,612	$5.00M	0.6%	+4,580+5.5%	Added	Holders
Q4 2023	84,032	$5.45M	0.8%	+475+0.6%	Added	Holders
Q3 2023	83,557	$4.52M	0.7%	+2,820+3.5%	Added	Holders
Q2 2023	80,737	$5.45M	0.8%	+680+0.8%	Added	Holders
Q1 2023	80,057	$6.20M	0.9%	00.0%	Unchanged	Holders
Q4 2022	80,057	$6.26M	1.0%	−3,404−4.1%	Reduced	Holders
Q3 2022	83,461	$5.83M	1.0%	00.0%	Unchanged	Holders
Q2 2022	83,461	$6.92M	1.1%	+2,000+2.5%	Added	Holders
Q1 2022	81,461	$6.58M	0.9%	−700−0.9%	Reduced	Holders
Q4 2021	82,161	$6.74M	0.8%	+3,118+3.9%	Added	Holders
Q3 2021	79,043	$5.77M	0.8%	−200−0.3%	Reduced	Holders
Q2 2021	79,243	$5.91M	0.8%	+200+0.3%	Added	Holders
Q1 2021	79,043	$5.59M	0.8%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.