Creative Planning’s IDT Corp IDT Stock Holding History

Creative Planning’s Portfolio IDT Stock Details IDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.65M	Buy	33,656 +13,898	+70%	+$687K	﹤0.01%	2060
2025 Q4	$1.01M	Buy	19,758 +13,344	+208%	+$669K	﹤0.01%	2269
2025 Q3	$335K	Buy	+6,414	New	+$400K	﹤0.01%	3056
2021 Q2	–	Sell	-10,537	Closed	-$239K	–	2311
2021 Q1	$239K	Buy	10,537 +85	+0.8%	+$1.52K	﹤0.01%	1958
2020 Q4	$129K	Buy	+10,452	New	+$116K	﹤0.01%	1989
2017 Q3	–	Sell	-501	Closed	-$6K	–	2738
2017 Q2	$6K	Hold	501	–	–	﹤0.01%	3908
2017 Q1	$5K	Sell	501 -10	-2%	-$147	﹤0.01%	3956
2016 Q4	$8K	Buy	511 +355	+228%	+$5.71K	﹤0.01%	3685
2016 Q3	$2K	Hold	156	–	–	﹤0.01%	4222
2016 Q2	$2K	Sell	156 -31	-17%	-$343	﹤0.01%	4019
2016 Q1	$2K	Hold	187	–	–	﹤0.01%	3951
2015 Q4	$2K	Sell	187 -57	-23%	-$518	﹤0.01%	4027
2015 Q3	$2K	Buy	+244	New	+$2.81K	﹤0.01%	3942
2015 Q2	–	Sell	-187	Closed	-$2K	–	1963
2015 Q1	$2K	Hold	187	–	–	﹤0.01%	3874
2014 Q4	$3K	Buy	+187	New	+$2.25K	﹤0.01%	3707

Other funds holding IDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Creative Planning's IDT Position: Q1 2026 in Review

Creative Planning increased its IDT Corp (IDT) stake by 70% in Q1 2026, buying an estimated $687K and bringing the position to 33,656 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #2060.

Creative Planning first reported a position in IDT in Q4 2014 and has held it in 15 quarters since. 202 funds tracked by Wall St. Rank hold IDT as of Q1 2026.

Creative Planning held 33,656 shares of IDT Corp worth $1.65M as of Q1 2026.
Creative Planning bought 13,898 IDT Corp shares in Q1 2026, an estimated $687K.
IDT Corp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2060 holding.
Creative Planning first reported a position in IDT Corp in Q4 2014 and has held it in 15 quarters since.
202 funds tracked by Wall St. Rank held IDT Corp as of Q1 2026.

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