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Livermore
Livermore
ZHEN

Insight Financial Services

SEC CIK
0001765617
Latest filing
Aug 10, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Insight Financial Services, 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)
48
Value
$3.43K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of WPC by Insight Financial Services, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202648$3.43K<0.1%00.0%UnchangedHolders
Q1 202648$3.26K<0.1%00.0%UnchangedHolders
Q4 202548$3.09K<0.1%00.0%UnchangedHolders
Q3 202548$3.24K<0.1%00.0%UnchangedHolders
Q2 202548$2.99K<0.1%00.0%UnchangedHolders
Q1 202548$3.03K<0.1%00.0%UnchangedHolders
Q4 202448$2.62K<0.1%00.0%UnchangedHolders
Q3 202448$2.99K<0.1%00.0%UnchangedHolders
Q2 202448$2.64K<0.1%00.0%UnchangedHolders
Q1 202448$2.71K<0.1%00.0%UnchangedHolders
Q4 202348$3.11K<0.1%00.0%UnchangedHolders
Q3 202348$2.60K<0.1%00.0%UnchangedHolders
Q2 202348$3.24K<0.1%00.0%UnchangedHolders
Q1 202348$3.72K<0.1%00.0%UnchangedHolders
Q4 202248$3.75K<0.1%00.0%UnchangedHolders
Q3 202248$3.00K<0.1%00.0%UnchangedHolders
Q2 202248$3.00K<0.1%00.0%UnchangedHolders
Q1 202248$3.00K<0.1%00.0%UnchangedHolders
Q4 202148$3.00K<0.1%+48NewHolders