Wealth Enhancement Trust Services, Inc.
Position in WPC — W. P. Carey Inc.
CIK 2067696
SIOUX FALLS, SD
Position in WPC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$5,291
+$915 QoQ
Shares Held
74
+8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#836
of 891 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $26,130 across 3 REIT - Diversified names. WPC ranks #3 (20.2% of the industry book) .
All Filings in WPC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,291 | 74 | Shares | Defined | 2026-07-22 | |
| 2025-12-31 | $4,376 | 68 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||