Who owns WPC (WPC)
Which tracked institutional funds hold WPC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WPC company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
224 tracked funds added or opened WPC while 98 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WPC’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes WPC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WPC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 864 tracked filers holding WPC, 446 increased or opened the position and 351 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WPC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 40
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B
- VANGUARD CAPITAL MANAGEMENT LLC$679M
- VANGUARD FIDUCIARY TRUST CO$93M
- Gillson Capital LP$32M
- VANGUARD ASSET MANAGEMENT, Ltd$26M
- SEB Asset Management AB$19M
Full exits 26
- VANGUARD GROUP INC$1.9B
- JUPITER ASSET MANAGEMENT LTD$42M
- VIRGINIA RETIREMENT SYSTEMS ET Al$17M
- TWO SIGMA ADVISERS, LP$14M
- Skandinaviska Enskilda Banken AB (publ)$8M
- CIBC WORLD MARKETS CORP$8M
Largest adds
- Nuveen, LLC$108M
- CITADEL ADVISORS LLC$95M
- STATE STREET CORP$50M
- Invesco Ltd.$48M
- D. E. Shaw & Co., Inc.$35M
- MILLENNIUM MANAGEMENT LLC$32M
Largest trims
- BlackRock, Inc.$259M
- NORGES BANK$34M
- APG Asset Management US Inc.$16M
- TORONTO DOMINION BANK$14M
- Caisse de depot et placement du Quebec$12M
- VICTORY CAPITAL MANAGEMENT INC$12M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 23,038,513 | $1.6B | 13.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 19,151,176 | $1.3B | 10.8% | 2026-Q1 |
| STATE STREET CORP added | 12,338,595 | $850M | 7.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 9,993,190 | $679M | 5.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,913,911 | $333M | 2.8% | 2026-Q1 |
| Invesco Ltd. added | 4,408,332 | $300M | 2.5% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 4,190,933 | $290M | 2.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 3,358,875 | $228M | 1.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 3,348,132 | $228M | 1.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,046,226 | $207M | 1.7% | 2026-Q1 |
| Legal & General Group Plc added | 2,743,172 | $186M | 1.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 2,659,540 | $181M | 1.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 2,353,944 | $160M | 1.3% | 2026-Q1 |
| NORGES BANK trimmed | 2,376,226 | $150M | 1.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 2,205,215 | $150M | 1.2% | 2026-Q1 |
| Nuveen, LLC added | 2,126,145 | $144M | 1.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,991,357 | $135M | 1.1% | 2026-Q1 |
| UBS Group AG added | 1,665,257 | $113M | 0.9% | 2026-Q1 |
| EQUITY INVESTMENT CORP trimmed | 1,582,830 | $108M | 0.9% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,471,676 | $100M | 0.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,415,499 | $96M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,365,724 | $93M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,361,945 | $93M | 0.8% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 1,095,162 | $74M | 0.6% | 2026-Q1 |
| Advisors Capital Management, LLC added | 1,016,611 | $69M | 0.6% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 928,438 | $63M | 0.5% | 2026-Q1 |
| Amundi added | 900,194 | $61M | 0.5% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. added | 865,372 | $59M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 843,780 | $57M | 0.5% | 2026-Q1 |
| MARSHALL WACE, LLP added | 810,727 | $55M | 0.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 805,034 | $55M | 0.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 801,704 | $54M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 792,947 | $54M | 0.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 679,231 | $46M | 0.4% | 2026-Q1 |
| BARCLAYS PLC trimmed | 676,739 | $46M | 0.4% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 664,468 | $45M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 650,197 | $44M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 643,151 | $44M | 0.4% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 636,131 | $43M | 0.4% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 632,899 | $43M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 622,947 | $42M | 0.4% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 620,885 | $42M | 0.3% | 2026-Q1 |
| APG Asset Management US Inc. trimmed | 580,007 | $40M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 577,782 | $39M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 568,637 | $39M | 0.3% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT added | 568,019 | $39M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 550,877 | $37M | 0.3% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 545,123 | $37M | 0.3% | 2026-Q1 |
| Candriam S.C.A. trimmed | 537,187 | $37M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 525,408 | $36M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 514,345 | $35M | 0.3% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 508,658 | $35M | 0.3% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 505,240 | $34M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 488,973 | $33M | 0.3% | 2026-Q1 |
| Caisse de depot et placement du Quebec trimmed | 485,733 | $33M | 0.3% | 2026-Q1 |
| Gillson Capital LP added | 470,700 | $32M | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 465,335 | $32M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 421,740 | $29M | 0.2% | 2026-Q1 |
| Asset Management One Co., Ltd. trimmed | 419,021 | $28M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 409,762 | $28M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 404,518 | $27M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 401,266 | $27M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 391,940 | $27M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 384,974 | $26M | 0.2% | 2026-Q1 |
| Arbejdsmarkedets Tillaegspension added | 375,914 | $26M | 0.2% | 2026-Q1 |
| BROWN ADVISORY INC added | 363,294 | $25M | 0.2% | 2026-Q1 |
| KLP KAPITALFORVALTNING AS | 355,400 | $24M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 346,578 | $24M | 0.2% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 345,828 | $24M | 0.2% | 2026-Q1 |
| CWM, LLC trimmed | 342,841 | $23M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 335,880 | $23M | 0.2% | 2026-Q1 |
| Jain Global LLC added | 332,363 | $23M | 0.2% | 2026-Q1 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA added | 330,788 | $22M | 0.2% | 2026-Q1 |
| PRIVATE MANAGEMENT GROUP INC trimmed | 327,259 | $22M | 0.2% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 318,317 | $22M | 0.2% | 2026-Q1 |
| FMR LLC trimmed | 317,775 | $22M | 0.2% | 2026-Q1 |
| TruWealth Advisors, LLC added | 314,898 | $21M | 0.2% | 2026-Q1 |
| Treasurer of the State of North Carolina added | 312,295 | $21M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 314,106 | $20M | 0.2% | 2026-Q1 |
| Jefferies Financial Group Inc. added | 287,250 | $20M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 285,678 | $19M | 0.2% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS added | 282,148 | $19M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 280,897 | $19M | 0.2% | 2026-Q1 |
| SEB Asset Management AB new | 277,169 | $19M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH added | 270,724 | $18M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 270,488 | $18M | 0.2% | 2026-Q1 |
| Retirement Systems of Alabama added | 268,661 | $18M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 262,048 | $18M | 0.1% | 2026-Q1 |
| Vanguard Investments Australia, Ltd. new | 252,395 | $17M | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 245,228 | $17M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 233,158 | $16M | 0.1% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 229,879 | $16M | 0.1% | 2026-Q1 |
| BROOKFIELD Corp /ON/ trimmed | 220,014 | $15M | 0.1% | 2026-Q1 |
| Carnegie Investment Counsel added | 215,152 | $15M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 29,724,705 | $1.9B | 15.9% | 2025-Q4 stale |
| JUPITER ASSET MANAGEMENT LTD new | 646,950 | $42M | 0.3% | 2025-Q4 stale |
| GRS Advisors, LLC new | 604,270 | $38M | 0.3% | 2025-Q2 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 258,690 | $17M | 0.1% | 2025-Q4 stale |
| Corebridge Financial, Inc. trimmed | 241,712 | $15M | 0.1% | 2025-Q1 stale |
| Foundry Partners, LLC added | 234,344 | $15M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.