Public record / Tickers / WPC

WPC — W. P. Carey Inc.

Both disclosure regimes on one name: who in Congress filed about WPC, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
13
all PTR rows naming WPC
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
01-20
filed 2026-01-20
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Gary C. Peters · $15.0K–$50.0K

Purchase · traded 2026-01-12 → filed 2026-01-20. Ranked over every WPC row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

3 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WPC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WPC
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-01-20Gary C. Peters D–MIPurchaseTraded 01-12 +8d$15K–$50K
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 07-16 +28d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 07-10 +34d$1K–$15K
2022-04-19John H. Rutherford R–FL-5SaleTraded 03-16 +34d$1K–$15K
2020-04-27Donna E. Shalala D–FL-27SaleTraded 2019-06-24 LATE·308d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 13 ↗

Members active in WPC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing WPC in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gary C. Peters D–MI1$15.0K to $50.0K4

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · WPC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held
Trimming
1 Bridgewater Associates $502K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · WP CAREY INC

Merged timeline of congressional filings and notable-manager moves on WPC
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Ftrim−26,311 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of WPC for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.0B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B1
3STATE STREET CORP$850M1
4VANGUARD CAPITAL MANAGEMENT LLC$679M1
5GEODE CAPITAL MANAGEMENT, LLC$333M1
6Invesco Ltd.$305M1
7MASSACHUSETTS FINANCIAL SERVICES CO /MA/$290M1
8DIMENSIONAL FUND ADVISORS LP$228M1
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC$207M1
10Legal & General Group Plc$186M1
11NORTHERN TRUST CORP$181M1
12Bank of New York Mellon Corp$160M1
13UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$150M1
14Nuveen, LLC$144M1
15MORGAN STANLEY$135M1
16UBS Group AG$113M1
17EQUITY INVESTMENT CORP$108M1
18CITADEL ADVISORS LLC$100M1
19WELLINGTON MANAGEMENT GROUP LLP$96.9M1
20BANK OF AMERICA CORP /DE/$92.8M1
21VANGUARD FIDUCIARY TRUST CO$92.6M1
22Advisors Capital Management, LLC$69.1M1
23HSBC HOLDINGS PLC$63.1M1
24Amundi$61.2M1
25Robeco Institutional Asset Management B.V.$58.8M1
26AMERIPRISE FINANCIAL INC$57.4M1
27LPL Financial LLC$54.7M1
28TWO SIGMA INVESTMENTS, LP$54.5M1
29COMMONWEALTH EQUITY SERVICES, LLC$53.9M1
30AMERICAN CENTURY COMPANIES INC$46.2M1
31Alyeska Investment Group, L.P.$45.2M1
32FIRST TRUST ADVISORS LP$44.2M1
33Swiss National Bank$43.7M1
34Sumitomo Mitsui Trust Group, Inc.$43.2M1
35ENVESTNET ASSET MANAGEMENT INC$42.3M1
36SCHRODER INVESTMENT MANAGEMENT GROUP$41.6M1
37APG Asset Management US Inc.$40.2M1
38RAYMOND JAMES FINANCIAL INC$38.6M1
39ZACKS INVESTMENT MANAGEMENT$38.6M1
40CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$37.4M1
41VICTORY CAPITAL MANAGEMENT INC$37.0M1
42Candriam S.C.A.$36.5M1
43MILLENNIUM MANAGEMENT LLC$35.7M1
44D. E. Shaw & Co., Inc.$35.3M1
45Connor, Clark & Lunn Investment Management Ltd.$34.3M1
46PRINCIPAL FINANCIAL GROUP INC$33.2M1
47CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$33.0M1
48DEUTSCHE BANK AG\$31.6M1
49CITIGROUP INC$28.7M1
50Asset Management One Co., Ltd.$28.5M1
51NOMURA ASSET MANAGEMENT CO LTD$27.8M1
52Mitsubishi UFJ Asset Management Co., Ltd.$27.5M1
53WELLS FARGO & COMPANY/MN$27.3M1
54VANGUARD ASSET MANAGEMENT, Ltd$26.2M1
55Arbejdsmarkedets Tillaegspension$25.5M1
56BROWN ADVISORY INC$24.7M1
57KLP KAPITALFORVALTNING AS$24.4M1
58FMR LLC$24.3M1
59Qube Research & Technologies Ltd$23.6M1
60Zurcher Kantonalbank (Zurich Cantonalbank)$23.5M1
61CWM, LLC$23.3M1
62Cetera Investment Advisers$22.8M1
63Jain Global LLC$22.6M1
64BERKSHIRE ASSET MANAGEMENT LLC/PA$22.5M1
65PRIVATE MANAGEMENT GROUP INC$22.2M1
66PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$21.6M1
67TruWealth Advisors, LLC$21.4M1
68ALLIANCEBERNSTEIN L.P.$20.2M1
69AQR CAPITAL MANAGEMENT LLC$19.5M1
70Jefferies Financial Group Inc.$19.5M1
71STOREBRAND ASSET MANAGEMENT AS$19.2M1
72Quantinno Capital Management LP$19.1M1
73SEB Asset Management AB$18.8M1
74Allianz Asset Management GmbH$18.4M1
75ROYAL BANK OF CANADA$18.4M1
76Retirement Systems of Alabama$18.3M1
77BNP Paribas Asset Management Holding S.A.$17.8M1
78Vanguard Investments Australia, Ltd.$17.2M1
79Geneos Wealth Management Inc.$16.7M1
80Pictet Asset Management Holding SA$15.6M1
81BROOKFIELD Corp /ON/$15.0M1
82Carnegie Investment Counsel$14.6M1
83NATIXIS$14.6M1
84Focus Partners Wealth$14.1M1
85FRANKLIN RESOURCES INC$13.9M1
86Lighthouse Investment Partners, LLC$13.6M1
87AVIVA PLC$12.8M1
88TECTONIC ADVISORS LLC$12.5M1
89STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$12.3M1
90Korea Investment CORP$12.2M1
91Swedbank AB$12.1M1
92TRUIST FINANCIAL CORP$12.0M1
93MACQUARIE GROUP LTD$11.2M1
94WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$10.9M1
95OSAIC HOLDINGS, INC.$10.8M1
96COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$10.4M1
97Sequoia Financial Advisors, LLC$10.4M1
98SEVEN GRAND MANAGERS, LLC$10.2M1
99Universal- Beteiligungs- und Servicegesellschaft mbH$9.8M1
100NOMURA HOLDINGS INC$9.7M1
101SEI INVESTMENTS CO$9.7M1
102U.S. Capital Wealth Advisors, LLC$9.6M1
103Aberdeen Group plc$9.4M1
104Creative Planning$9.4M1
105LMR Partners LLP$9.4M1
106DANSKE BANK A/S$9.3M1
107Allworth Financial LP$8.8M1
108Resona Asset Management Co.,Ltd.$8.7M1
109CRAWFORD INVESTMENT COUNSEL INC$8.5M1
110MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.5M1
111Illinois Municipal Retirement Fund$8.5M1
112Seneca House Advisors$8.2M1
113Verdence Capital Advisors LLC$8.0M1
114Mitsubishi UFJ Trust & Banking Corp$8.0M1
115NEW YORK STATE COMMON RETIREMENT FUND$7.8M1
116STATE OF WISCONSIN INVESTMENT BOARD$7.8M1
117Schonfeld Strategic Advisors LLC$7.8M1
118Avior Wealth Management, LLC$7.7M1
119Kestra Advisory Services, LLC$7.7M1
120DAVENPORT & Co LLC$7.4M1
121Daiwa Securities Group Inc.$7.4M1
122Vanguard Global Advisers, LLC$7.3M1
123Prairiewood Capital, LLC$7.0M1
124WESTWOOD HOLDINGS GROUP INC$6.9M1
125CIBC Asset Management Inc$6.8M1
126ROYAL LONDON ASSET MANAGEMENT LTD$6.7M1
127Susquehanna Portfolio Strategies, LLC$6.7M1
128Corient Private Wealth LLC$6.6M1
129APG Asset Management N.V.$6.4M1
130HEITMAN REAL ESTATE SECURITIES LLC$6.3M1
131MERCER GLOBAL ADVISORS INC /ADV$6.3M1
132ADVOCATE GROUP LLC$6.2M1
133Tredje AP-fonden$5.9M1
134Holocene Advisors, LP$5.9M1
135SHEETS SMITH WEALTH MANAGEMENT$5.7M1
136MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.7M1
137Ensign Peak Advisors, Inc$5.7M1
138Wealthfront Advisers LLC$5.7M1
139FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$5.5M1
140IFM Investors Pty Ltd$5.4M1
141Sumitomo Mitsui DS Asset Management Company, Ltd$5.0M1
142MML INVESTORS SERVICES, LLC$5.0M1
143RENAISSANCE TECHNOLOGIES LLC$4.8M1
144VOLORIDGE INVESTMENT MANAGEMENT, LLC$4.7M1
145Te Ahumairangi Investment Management Ltd$4.7M1
146EXCHANGE TRADED CONCEPTS, LLC$4.5M1
147New Age Alpha Advisors, LLC$4.5M1
148ONTARIO TEACHERS PENSION PLAN BOARD$4.5M1
149Beacon Pointe Advisors, LLC$4.4M1
150STATE OF MICHIGAN RETIREMENT SYSTEM$4.3M1
151CIBC Bancorp USA Inc.$4.3M1
152NISSAY ASSET MANAGEMENT CORP /JAPAN$4.3M1
153State of New Jersey Common Pension Fund D$4.3M1
154Ashton Thomas Private Wealth, LLC$4.2M1
155Dupree Financial Group, LLC$4.2M1
156Arizona State Retirement System$4.0M1
157Metis Global Partners, LLC$4.0M1
158Federation des caisses Desjardins du Quebec$4.0M1
159Cresset Asset Management, LLC$3.9M1
160TEACHER RETIREMENT SYSTEM OF TEXAS$3.9M1
161BROWN, LISLE/CUMMINGS, INC.$3.8M1
162HighTower Advisors, LLC$3.6M1
163Alpha Omega Wealth Management LLC$3.5M1
164STIFEL FINANCIAL CORP$3.4M1
165FULLER & THALER ASSET MANAGEMENT, INC.$3.4M1
166Baird Financial Group, Inc.$3.4M1
167NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.3M1
168ROMANO BROTHERS AND COMPANY$3.3M1
169UniSuper Management Pty Ltd$3.3M1
170NewSquare Capital LLC$3.3M1
171DnB Asset Management AS$3.1M1
172Freedom Financial Partners LLC$3.1M1
173OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.0M1
174BANK OF MONTREAL /CAN/$3.0M1
175Mariner, LLC$3.0M1
176QRG CAPITAL MANAGEMENT, INC.$2.9M1
177Presima Securities ULC$2.9M1
178Meixler Investment Management, Ltd.$2.9M1
179CMH Wealth Management LLC$2.9M1
180COLDSTREAM CAPITAL MANAGEMENT INC$2.9M1
181NEOS Investment Management LLC$2.8M1
182XPONANCE LLC$2.8M1
183Ameritas Investment Partners, Inc.$2.7M1
184Private Advisor Group, LLC$2.7M1
185OP Asset Management Ltd$2.6M1
186Rockefeller Capital Management L.P.$2.6M1
187Inspire Investing, LLC$2.5M1
188&PARTNERS$2.5M1
189Ethic Inc.$2.5M1
190NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2.4M1
191Investmark Advisory Group LLC$2.4M1
192Utah Retirement Systems$2.4M1
193Vanguard Personalized Indexing Management, LLC$2.4M1
194Wealthcare Advisory Partners LLC$2.3M1
195Weaver Consulting Group$2.3M1
196Mutual Advisors, LLC$2.3M1
197FEDERATED HERMES, INC.$2.3M1
198Swiss Life Asset Management Ltd$2.2M1
199SFMG, LLC$2.2M1
200Cerity Partners LLC$2.2M1
201GUGGENHEIM CAPITAL LLC$2.2M1
202Sanctuary Advisors, LLC$2.1M1
203INTECH INVESTMENT MANAGEMENT LLC$2.1M1
204M&T BANK CORP$2.1M1
205TORONTO DOMINION BANK$2.1M1
206BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.1M1
207TD ASSET MANAGEMENT INC$2.0M1
208Mediolanum International Funds Ltd$2.0M1
209COMMERCE BANK$2.0M1
210Brummer Multi-Strategy AB$1.9M1
211Apollon Wealth Management, LLC$1.9M1
212Edgestream Partners, L.P.$1.9M1
213BridgePort Financial Solutions, LLC$1.9M1
214NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.9M1
215KINTRA WEALTH, LLC$1.8M1
216TT Capital Management LLC$1.8M1
217FLPUTNAM INVESTMENT MANAGEMENT CO$1.8M1
218INCEPTIONR LLC$1.8M1
219NorthRock Partners, LLC$1.8M1
220ASSETMARK, INC$1.8M1
221Stordahl Capital Management, Inc.$1.8M1
222National Pension Service$1.8M1
223Gateway Wealth Partners, LLC$1.7M1
224Pathstone Holdings, LLC$1.7M1
225EXCALIBUR MANAGEMENT CORP$1.7M1
226PICTON MAHONEY ASSET MANAGEMENT$1.7M1
227US BANCORP \DE\$1.7M1
228VOYA INVESTMENT MANAGEMENT LLC$1.7M1
229NORDEA INVESTMENT MANAGEMENT AB$1.5M1
230Summit Trail Advisors, LLC$1.5M1
231INSPIRION WEALTH ADVISORS, LLC$1.5M1
232Frank, Rimerman Advisors LLC$1.5M1
233Eurizon Capital SGR S.p.A.$1.5M1
234HORIZON KINETICS ASSET MANAGEMENT LLC$1.5M1
235New Insight Wealth Advisors$1.5M1
236DIVERSIFY WEALTH MANAGEMENT, LLC$1.5M1
237Belpointe Asset Management LLC$1.5M1
238KESTRA PRIVATE WEALTH SERVICES, LLC$1.5M1
239HB Wealth Management, LLC$1.4M1
240Summit Financial, LLC$1.4M1
241Cornerstone Wealth Management, LLC$1.4M1
242Janus Henderson Group Ltd.$1.4M1
243Graham Capital Management, L.P.$1.4M1
244GRIFFIN ASSET MANAGEMENT, INC.$1.4M1
245MACKENZIE FINANCIAL CORP$1.4M1
246Moors & Cabot, Inc.$1.3M1
247HORAN Wealth, LLC$1.3M1
248O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.3M1
249LAUREL OAK WEALTH MANAGEMENT, LLC$1.3M1
250Royal Fund Management, LLC$1.3M1
251Avanza Fonder AB$1.3M1
252BANK OF NOVA SCOTIA$1.3M1
253J.W. COLE ADVISORS, INC.$1.3M1
254HANCOCK WHITNEY CORP$1.3M1
255NewEdge Wealth, LLC$1.3M1
256Clarion Wealth Managment Partners, LLC$1.3M1
257Sienna Gestion$1.2M1
258Naviter Wealth, LLC$1.2M1
259INDEPENDENT FINANCIAL GROUP, LLC$1.2M1
260AXQ CAPITAL, LP$1.2M1
261PRUDENTIAL FINANCIAL INC$1.2M1
262Grantham, Mayo, Van Otterloo & Co. LLC$1.2M1
263Samalin Investment Counsel, LLC$1.1M1
264ASSOCIATED BANC-CORP$1.1M1
265Crossmark Global Holdings, Inc.$1.1M1
266BLAIR WILLIAM & CO/IL$1.1M1
267OPPENHEIMER & CO INC$1.1M1
268Carnegie Lake Advisors LLC$1.1M1
269Siemens Fonds Invest GmbH$1.1M1
270SECURIAN ASSET MANAGEMENT, INC$1.1M1
271Curi Capital, LLC$1.1M1
272NISA INVESTMENT ADVISORS, LLC$1.1M1
273QUADRANT CAPITAL GROUP LLC$1.1M1
274Investment Management Corp of Ontario$1.1M1
275Wealthstar Advisors, LLC$1.0M1
276Kovack Advisors, Inc.$1.0M1
277SUMMIT WEALTH GROUP LLC / CO$1.0M1
278Vanderbilt University$1.0M1
279Verition Fund Management LLC$1.0M1
280SIMPLEX TRADING, LLC$1.0M1
281Modern Wealth Management, LLC$971K1
282Focus Partners Advisor Solutions, LLC$969K1
283Signal Advisors Wealth, LLC$959K1
284EP Wealth Advisors, LLC$958K1
285Applied Capital LLC/FL$955K1
286Roof Eidam Maycock Peralta, LLC$943K1
287Cullen Capital Management, LLC$939K1
288Texas Yale Capital Corp.$939K1
289Concurrent Investment Advisors, LLC$929K1
290Atria Investments, Inc$927K1
291ABN AMRO INVESTMENT SOLUTIONS$920K1
292Waverly Advisors, LLC$915K1
293Tower Research Capital LLC (TRC)$910K1
294AIA Group Ltd$904K1
295VISTA INVESTMENT MANAGEMENT$893K1
296Everstar Asset Management, LLC$890K1
297HOWE & RUSLING INC$887K1
298Pasadena Private Wealth, LLC$878K1
299Wealthspire Advisors, LLC$867K1
300Perigon Wealth Management, LLC$858K1
301Demars Financial Group, LLC$856K1
302World Investment Advisors$843K1
303RB Capital Management, LLC$834K1
304McGlone Suttner Wealth Management, Inc.$830K1
305PFG Investments, LLC$819K1
306Waldron Private Wealth LLC$818K1
307DRW Securities, LLC$815K1
308Venture Visionary Partners LLC$814K1
309Independent Advisor Alliance$812K1
310AE Wealth Management LLC$807K1
311Founders Financial Alliance, LLC$807K1
312Merit Financial Group, LLC$807K1
313Tidal Investments LLC$805K1
314Cooper Financial Group$803K1
315WealthPlan Investment Management, LLC$800K1
316STEPHENS INC /AR/$787K1
317Y-Intercept (Hong Kong) Ltd$781K1
318Maryland State Retirement & Pension System$775K1
319Steward Partners Investment Advisory, LLC$773K1
320DoubleLine ETF Adviser LP$772K1
321J. Safra Sarasin Holding AG$770K1
322CLIENT 1ST ADVISORY GROUP, LLC$762K1
323Legacy Capital Wealth Partners, LLC$760K1
324Vident Advisory, LLC$759K1
325BLB&B Advisors, LLC$751K1
326Rakuten Investment Management, Inc.$743K1
327EFG International AG$740K1
328EVERGREEN CAPITAL MANAGEMENT LLC$727K1
329MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$720K1
330Compound Planning, Inc.$708K1
331FAMILY WEALTH PARTNERS, LLC$701K1
332First National Bank of Mount Dora, Trust Investment Services$700K1
333UNITED CAPITAL FINANCIAL ADVISORS, LLC$699K1
334DUDLEY CAPITAL MANAGEMENT, LLC$691K1
335MAI Capital Management$688K1
336OMERS ADMINISTRATION Corp$685K1
337PEAK6 LLC$685K1
338Pinnacle Financial Partners, Inc.$684K1
339CENTERSQUARE INVESTMENT MANAGEMENT LLC$680K1
340Accel Wealth Management$679K1
341Invst, LLC$677K1
342LIBERTY SQUARE WEALTH PARTNERS LLC$674K1
343NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$670K1
344Norinchukin Bank, The$670K1
345LIBERTY ONE INVESTMENT MANAGEMENT, LLC$660K1
346OSSIAM$656K1
347C2C Wealth Management, LLC$651K1
348Prosperity Consulting Group, LLC$645K1
349MGO ONE SEVEN LLC$643K1
350Mirae Asset Global Investments Co., Ltd.$634K1
351Laraway Financial Advisors Inc$629K1
352Arax Advisory Partners$628K1
353Cambria Investment Management, L.P.$627K1
354Envestnet Portfolio Solutions, Inc.$609K1
355Capital Investment Advisory Services, LLC$607K1
356Ballentine Partners, LLC$602K1
357ProShare Advisors LLC$597K1
358VestGen Advisors, LLC$597K1
359Groupe la Francaise$595K1
360Brookwood Investment Group LLC$588K1
361TOKIO MARINE ASSET MANAGEMENT CO LTD$588K1
362Savant Capital, LLC$584K1
363Woodline Partners LP$583K1
364NewEdge Advisors, LLC$572K1
365BRADLEY FOSTER & SARGENT INC/CT$570K1
366Apella Capital, LLC$568K1
367Saudi Central Bank$550K1
368Intrua Financial, LLC$546K1
369Diversify Advisory Services, LLC$545K1
370Hudson Portfolio Management LLC$535K1
371Brevan Howard Capital Management LP$528K1
372Krane Funds Advisors LLC$526K1
373Meiji Yasuda Asset Management Co Ltd.$520K1
374FLC Capital Advisors$519K1
375Round Rock Advisors LLC$519K1
376My Portfolio Guide, LLC$511K1
377Bridgewater Associates, LP$502K1
378Quadrature Capital Ltd$501K1
379Armstrong, Fleming & Moore, Inc$498K1
380KOM Wealth Management Group, LLC$496K1
381Diligent Investors, LLC$494K1
382Teamwork Financial Advisors, LLC$490K1
383SHELTON CAPITAL MANAGEMENT$482K1
384SILVER OAK SECURITIES, INCORPORATED$473K1
385D.A. DAVIDSON & CO.$471K1
386E. Ohman J:or Asset Management AB$459K1
387Focus Financial Network, Inc.$458K1
388MQS Management LLC$457K1
389Essex Financial Services, Inc.$447K1
390MKT Advisors LLC$444K1
391GeoWealth Management, LLC$443K1
392Ignite Planners, LLC$439K1
393PEDDOCK CAPITAL ADVISORS, LLC$432K1
394Dynamic Advisor Solutions LLC$431K1
395North Dakota State Investment Board$431K1
396Rockport Wealth LLC$426K1
397Axis Wealth Partners, LLC$421K1
398Equitable Holdings, Inc.$420K1
399Gilbert & Cook, Inc.$419K1
400PRUDENTIAL PLC$417K1
401VIRTUS ADVISERS, LLC$415K1
402Osmosis Investment Management UK Ltd$414K1
403Hilltop Holdings Inc.$409K1
404Aptus Capital Advisors, LLC$405K1
405Accurate Wealth Management, LLC$402K1
406Jacobi Capital Management LLC$401K1
407WOODWARD DIVERSIFIED CAPITAL, LLC$400K1
408Retirement Planning Co of New England, Inc.$398K1
409Sagewood Asset Management LP$394K1
410Oak Thistle LLC$392K1
411Fisher Asset Management, LLC$384K1
412Vise Technologies, Inc.$384K1
413Quadcap Wealth Management, LLC$373K1
414Ethos Financial Group, LLC$370K1
415CarsonAllaria Wealth Management, Ltd.$370K1
416Herold Advisors, Inc.$366K1
417Chicago Partners Investment Group LLC$365K1
418CHOREO, LLC$362K1
419Stratos Wealth Partners, LTD.$361K1
420Ameritas Advisory Services, LLC$358K1
421ADVISORTRUST PARTNERS, LLC$357K1
422INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$355K1
423Flagship Private Wealth, LLC$353K1
424TICINO WEALTH$351K1
425Rodgers Brothers Inc.$350K1
426BENJAMIN EDWARDS INC$347K1
427Western Wealth Management, LLC$347K1
428RFG - Bristol Wealth Advisors, LLC$347K1
429Gutierrez Wealth Advisory, LLC$346K1
430HUB Investment Partners, LLC$345K1
431Family Legacy, Inc.$344K1
432CREDIT AGRICOLE S A$342K1
433Abel Hall, LLC$341K1
434Summit Wealth Group, LLC$340K1
435SEEDS INVESTOR LLC$340K1
436First Affirmative Financial Network$340K1
437SIGNATUREFD, LLC$339K1
438Sigma Planning Corp$339K1
439Widmann Financial Services, Inc.$339K1
440FIFTH THIRD BANCORP$335K1
441Apollon Financial, LLC$334K1
442KPP Advisory Services LLC$332K1
443Plato Investment Management Ltd$330K1
444GREAT VALLEY ADVISOR GROUP, INC.$326K1
445Composition Wealth, LLC$325K1
446Per Stirling Capital Management, LLC.$325K1
447PROFUND ADVISORS LLC$325K1
448DAYMARK WEALTH PARTNERS, LLC$324K1
449BURNEY CO/$321K1
450Inspire Advisors, LLC$318K1
451Octavia Wealth Advisors, LLC$317K1
452Strathmore Capital Advisors, Inc.$316K1
453Engineers Gate Manager LP$316K1
454Jacobs Equity LLC$313K1
455BARLOW WEALTH PARTNERS, LLC$311K1
456DIVIDEND ASSETS CAPITAL, LLC$306K1
457Mystic Asset Management, Inc.$301K1
458NATIONAL BANK OF CANADA /FI/$291K1
459Advocate Investing Services LLC$289K1
460Havemeyer Place LP$289K1
461Grant Private Wealth Management Inc$285K1
462FIL Ltd$285K1
463Frec Markets, Inc.$284K1
464OneDigital Investment Advisors LLC$283K1
465Mission Creek Capital Partners, Inc.$281K1
466REGIONS FINANCIAL CORP$276K1
467Kathmere Capital Management, LLC$275K1
468TritonPoint Partners, LLC$275K1
469Capital Investment Advisors, LLC$273K1
470HUNTINGTON NATIONAL BANK$272K1
471Cherry Tree Wealth Management, LLC$272K1
472NEW WAVE WEALTH ADVISORS LLC$270K1
473RITHOLTZ WEALTH MANAGEMENT$266K1
474Insight Wealth Partners, LLC$264K1
475MATHER GROUP, LLC.$261K1
476JOURNEY STRATEGIC WEALTH LLC$261K1
477INSIGNEO ADVISORY SERVICES, LLC$259K1
478LAZARD ASSET MANAGEMENT LLC$257K1
479High Net Worth Advisory Group LLC$256K1
480Clear Creek Financial Management, LLC$256K1
481Perennial Investment Advisors, LLC$252K1
482Battery Global Advisors, LLC$252K1
483Physician Wealth Advisors, Inc.$251K1
484Capital Planning Advisors, LLC$250K1
485HBW ADVISORY SERVICES LLC$248K1
486Keudell/Morrison Wealth Management$247K1
487NorthStar Asset Management LLC /NJ/$247K1
488UMB Bank, n.a.$247K1
489Fiera Capital Corp$246K1
490LexAurum Advisors, LLC$245K1
491CENTRAL TRUST Co$242K1
492FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$240K1
493Kingsview Wealth Management, LLC$240K1
494Kestra Investment Management, LLC$239K1
495D.B. Root & Company, LLC$239K1
496Symphony Financial, Ltd. Co.$239K1
497Walleye Capital LLC$238K1
498Prospera Financial Services Inc$238K1
499Callan Family Office, LLC$237K1
500Columbia Asset Management$236K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 0 sell
Congress net ($ bound)$15.0K to $50.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on WPC

RETAINED WINDOW · ACTIVE HITS

Zero hits on WPC in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for WPC · financials and macro

Financials — as filed PLANNED

WPC's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: WPC on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing