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Livermore
Livermore
ZHEN

Widmann Financial Services, Inc.

SEC CIK
0001906640
Latest filing
Aug 14, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Widmann Financial Services, Inc., 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)
4,618
Value
$330.2K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of WPC by Widmann Financial Services, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,618$330.2K0.2%−367−7.4%ReducedHolders
Q1 20264,985$338.8K0.2%00.0%UnchangedHolders
Q4 20254,985$320.8K0.2%+367+7.9%AddedHolders
Q3 20254,618$312.0K0.2%00.0%UnchangedHolders
Q2 20254,618$288.0K0.2%−165−3.4%ReducedHolders
Q1 20254,783$301.8K0.2%−217−4.3%ReducedHolders
Q4 20245,000$272.4K0.2%00.0%UnchangedHolders
Q3 20245,000$311.5K0.2%−760−13.2%ReducedHolders
Q2 20245,760$317.1K0.3%−100−1.7%ReducedHolders
Q1 20245,860$330.7K0.3%00.0%UnchangedHolders
Q4 20235,860$379.8K0.3%00.0%UnchangedHolders
Q3 20235,860$316.9K0.3%00.0%UnchangedHolders
Q2 20235,860$395.9K0.4%+142+2.5%AddedHolders
Q1 20235,718$442.8K0.4%+334+6.2%AddedHolders
Q4 20225,384$420.7K0.4%+10.0%AddedHolders
Q3 20225,383$375.8K0.4%+8+0.1%AddedHolders
Q2 20225,375$445.0K0.5%+300+5.9%AddedHolders
Q1 20225,075$410.0K0.4%+80+1.6%AddedHolders
Q4 20214,995$409.0K0.3%–No prior filingHolders