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
Q2 		$8.74K Sell
17,000
-534
-3% -$362 ﹤0.01% 4231
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 $9.54B AUM 55.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning's DEFT Position: Q2 2026 in Review

Creative Planning reduced its Defi Technologies (DEFT) stake by 3% in Q2 2026, selling an estimated $362 and leaving 17,000 shares worth $8.74K. The position accounts for ﹤0.01% of the portfolio, ranked #4231.

Creative Planning first reported a position in DEFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.2K in Q4 2025. 99 funds tracked by Wall St. Rank hold DEFT as of Q2 2026.

  • Creative Planning held 17,000 shares of Defi Technologies worth $8.74K as of Q2 2026.
  • Creative Planning sold 534 Defi Technologies shares in Q2 2026, an estimated $362.
  • Defi Technologies made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4231 holding.
  • Creative Planning first reported a position in Defi Technologies in Q4 2025 and has held it in 3 quarters since.
  • Creative Planning's Defi Technologies position peaked at $13.2K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Defi Technologies as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.