Creative Planning
DEFT

Creative Planning’s Defi Technologies DEFT Stock Holding History

Creative Planning’s Portfolio DEFT Stock Details DEFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.69K Sell
17,534
-5
-0% -$4 ﹤0.01% 4075
2025
Q4 		$13.2K Buy
+17,539
New +$26.8K ﹤0.01% 3862

Other funds holding DEFT

WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $174B AUM 30.96% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Creative Planning's DEFT Position: Q1 2026 in Review

Creative Planning reduced its Defi Technologies (DEFT) stake by 0.03% in Q1 2026, selling an estimated $4 and leaving 17,534 shares worth $9.69K. The position accounts for ﹤0.01% of the portfolio, ranked #4075.

Creative Planning first reported a position in DEFT in Q4 2025 and has held it in 2 quarters since. The position peaked at $13.2K in Q4 2025. 106 funds tracked by Wall St. Rank hold DEFT as of Q1 2026.

  • Creative Planning held 17,534 shares of Defi Technologies worth $9.69K as of Q1 2026.
  • Creative Planning sold 5 Defi Technologies shares in Q1 2026, an estimated $4.
  • Defi Technologies made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #4075 holding.
  • Creative Planning first reported a position in Defi Technologies in Q4 2025 and has held it in 2 quarters since.
  • Creative Planning's Defi Technologies position peaked at $13.2K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Defi Technologies as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.