Creative Planning
EWCZ

Creative Planning’s European Wax Center EWCZ Stock Holding History

Creative Planning’s Portfolio EWCZ Stock Details EWCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,962
Closed -$13.1K – 3547
2024
Q4 		$13.1K Sell
1,962
-19,539
-91% -$129K ﹤0.01% 3370
2024
Q3 		$146K Buy
21,501
+9,044
+73% +$70.2K ﹤0.01% 2937
2024
Q2 		$124K Buy
+12,457
New +$142K ﹤0.01% 2800

Other funds holding EWCZ

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
ACM
Ararat Capital Management Westport, Connecticut $178M AUM 26.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Creative Planning's EWCZ Position: Q1 2025 in Review

Creative Planning sold out of European Wax Center (EWCZ) in Q1 2025, closing a stake of 1,962 shares — an estimated $13.1K sold.

Creative Planning first reported a position in EWCZ in Q2 2024 and held it in 3 quarters. The position peaked at $146K in Q3 2024. 106 funds tracked by Wall St. Rank hold EWCZ as of Q1 2025.

  • Creative Planning reported no remaining European Wax Center position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 1,962 European Wax Center shares in Q1 2025, an estimated $13.1K.
  • Creative Planning first reported a position in European Wax Center in Q2 2024 and held it in 3 quarters.
  • Creative Planning's European Wax Center position peaked at $146K in Q3 2024.
  • 106 funds tracked by Wall St. Rank held European Wax Center as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.