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Wealthcare Advisory Partners LLC

SEC CIK
0001683059
Latest filing
Jul 9, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Wealthcare Advisory Partners 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)
33,982
Value
$2.43M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WPC by Wealthcare Advisory Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202633,982$2.43M<0.1%−150.0%ReducedHolders
Q1 202633,997$2.31M<0.1%−384−1.1%ReducedHolders
Q4 202534,381$2.21M<0.1%+135+0.4%AddedHolders
Q3 202534,246$2.31M<0.1%−1,518−4.2%ReducedHolders
Q2 202535,764$2.23M0.1%+1,306+3.8%AddedHolders
Q1 202534,458$2.17M0.1%+2,310+7.2%AddedHolders
Q4 202432,148$1.75M<0.1%−2,208−6.4%ReducedHolders
Q3 202434,356$2.14M0.1%+5,917+20.8%AddedHolders
Q2 202428,439$1.57M<0.1%+1,443+5.3%AddedHolders
Q1 202426,996$1.52M<0.1%−363−1.3%ReducedHolders
Q4 202327,359$1.77M0.1%−2,151−7.3%ReducedHolders
Q3 202329,510$1.60M0.1%+1,008+3.5%AddedHolders
Q2 202328,502$1.93M0.1%+426+1.5%AddedHolders
Q1 202328,076$2.17M0.1%+4,958+21.4%AddedHolders
Q4 202223,118$1.81M0.1%+305+1.3%AddedHolders
Q3 202222,813$1.59M0.1%+962+4.4%AddedHolders
Q2 202221,851$1.81M0.1%−444−2.0%ReducedHolders
Q1 202222,295$1.80M0.1%+881+4.1%AddedHolders
Q4 202121,414$1.76M0.1%+639+3.1%AddedHolders
Q3 202120,775$1.52M0.1%+475+2.3%AddedHolders
Q2 202120,300$1.51M0.1%+692+3.5%AddedHolders
Q1 202119,608$1.39M0.1%––Holders

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