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Viawealth, LLC

SEC CIK
0001965401
Latest filing
Aug 11, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Viawealth, 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 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2023
Holdings of WPC by Viawealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−5,202−100.0%Sold outHolders
Q1 20245,202$293.6K0.2%−1,327−20.3%ReducedHolders
Q4 20236,529$423.2K0.3%+1,006+18.2%AddedHolders
Q3 20235,523$298.7K0.2%+1,595+40.6%AddedHolders
Q2 20233,928$265.4K0.2%+3,928NewHolders