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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

WPC holding history

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

WPC overviewAll 13F holders of WPCFull Q2 2026 holdings

Shares (Q2 2026)
231
Value
$16.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WPC by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026231$16.5K<0.1%−73−24.0%ReducedHolders
Q1 2026304$20.7K<0.1%+11+3.8%AddedHolders
Q4 2025293$18.9K<0.1%+12+4.3%AddedHolders
Q3 2025281$19.0K<0.1%−16−5.4%ReducedHolders
Q2 2025297$18.5K<0.1%+48+19.3%AddedHolders
Q1 2025249$15.7K<0.1%+12+5.1%AddedHolders
Q4 2024237$12.9K<0.1%00.0%UnchangedHolders
Q3 2024237$14.8K<0.1%00.0%UnchangedHolders
Q2 2024237$13.0K<0.1%+205+640.6%AddedHolders
Q1 202432$1.81K<0.1%−136−81.0%ReducedHolders
Q4 2023168$10.9K<0.1%00.0%UnchangedHolders
Q3 2023168$9.09K<0.1%−8,058−98.0%ReducedHolders
Q2 20238,226$555.7K<0.1%−39−0.5%ReducedHolders
Q1 20238,265$640.1K<0.1%+37+0.4%AddedHolders
Q4 20228,228$643.0K<0.1%−14−0.2%ReducedHolders
Q3 20228,242$575.3K<0.1%−52−0.6%ReducedHolders
Q2 20228,294$687.2K<0.1%+49+0.6%AddedHolders
Q1 20228,245$666.5K<0.1%+414+5.3%AddedHolders
Q4 20217,831$642.5K<0.1%+1,669+27.1%AddedHolders
Q3 20216,162$450.1K<0.1%+1,231+25.0%AddedHolders
Q2 20214,931$368.0K<0.1%+2,464+99.9%AddedHolders
Q1 20212,467$174.6K<0.1%––Holders

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