Creative Planning
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Creative Planning’s CaliberCos CWD Stock Holding History

Creative Planning’s Portfolio CWD Stock Details CWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-572
Closed -$6.33K – 3706
2025
Q1 		$6.33K Sell
572
-500
-47% -$6.21K ﹤0.01% 3438
2024
Q4 		$15K Hold
1,072
– – ﹤0.01% 3362
2024
Q3 		$13.4K Buy
+1,072
New +$14.1K ﹤0.01% 3161

Other funds holding CWD

FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Creative Planning's CWD Position: Q2 2025 in Review

Creative Planning sold out of CaliberCos (CWD) in Q2 2025, closing a stake of 572 shares — an estimated $6.33K sold.

Creative Planning first reported a position in CWD in Q3 2024 and held it in 3 quarters. The position peaked at $15K in Q4 2024. 7 funds tracked by Wall St. Rank hold CWD as of Q2 2025.

  • Creative Planning reported no remaining CaliberCos position as of Q2 2025 after selling out during the quarter.
  • Creative Planning sold 572 CaliberCos shares in Q2 2025, an estimated $6.33K.
  • Creative Planning first reported a position in CaliberCos in Q3 2024 and held it in 3 quarters.
  • Creative Planning's CaliberCos position peaked at $15K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held CaliberCos as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.