Creative Planning
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Creative Planning’s Perella Weinberg Partners PWP Stock Holding History

Creative Planning’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$773K Buy
42,580
+663
+2% +$13K ﹤0.01% 2671
2025
Q4 		$725K Sell
41,917
-10,026
-19% -$187K ﹤0.01% 2540
2025
Q3 		$1.11M Buy
51,943
+14,060
+37% +$300K ﹤0.01% 2020
2025
Q2 		$736K Buy
37,883
+16,928
+81% +$299K ﹤0.01% 2112
2025
Q1 		$386K Sell
20,955
-2,085
-9% -$47.3K ﹤0.01% 2538
2024
Q4 		$549K Buy
+23,040
New +$535K ﹤0.01% 2136

Other funds holding PWP

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning's PWP Position: Q1 2026 in Review

Creative Planning increased its Perella Weinberg Partners (PWP) stake by 1.6% in Q1 2026, buying an estimated $13K and bringing the position to 42,580 shares worth $773K. The position accounts for ﹤0.01% of the portfolio, ranked #2671.

Creative Planning first reported a position in PWP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.11M in Q3 2025. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • Creative Planning held 42,580 shares of Perella Weinberg Partners worth $773K as of Q1 2026.
  • Creative Planning bought 663 Perella Weinberg Partners shares in Q1 2026, an estimated $13K.
  • Perella Weinberg Partners made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2671 holding.
  • Creative Planning first reported a position in Perella Weinberg Partners in Q4 2024 and has held it in 6 quarters since.
  • Creative Planning's Perella Weinberg Partners position peaked at $1.11M in Q3 2025.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

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