Creative Planning’s Redwood Trust RWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $106K | Buy |
18,916
+6,928
| +58% | +$40.2K | ﹤0.01% | 3893 |
|
|
2025
Q4 | $66.3K | Sell |
11,988
-3,233
| -21% | -$17.8K | ﹤0.01% | 3770 |
|
|
2025
Q3 | $88.1K | Buy |
15,221
+3,674
| +32% | +$22K | ﹤0.01% | 3689 |
|
|
2025
Q2 | $68.2K | Sell |
11,547
-1,345
| -10% | -$7.64K | ﹤0.01% | 3485 |
|
|
2025
Q1 | $78.3K | Buy |
12,892
+2,256
| +21% | +$14.5K | ﹤0.01% | 3287 |
|
|
2024
Q4 | $69.5K | Sell |
10,636
-1,164
| -10% | -$8.37K | ﹤0.01% | 3207 |
|
|
2024
Q3 | $91.2K | Buy |
+11,800
| New | +$86.1K | ﹤0.01% | 3033 |
|
|
2024
Q1 | – | Sell |
-11,074
| Closed | -$82.1K | – | 2994 |
|
|
2023
Q4 | $82.1K | Sell |
11,074
-940
| -8% | -$6.59K | ﹤0.01% | 2594 |
|
|
2023
Q3 | $85.7K | Buy |
12,014
+483
| +4% | +$3.56K | ﹤0.01% | 2409 |
|
|
2023
Q2 | $73.5K | Buy |
+11,531
| New | +$72K | ﹤0.01% | 2397 |
|
|
2022
Q3 | – | Sell |
-54
| Closed | – | – | 2429 |
|
|
2022
Q2 | $0 | Buy |
+54
| New | +$496 | ﹤0.01% | 2499 |
|
|
2020
Q4 | – | Sell |
-48,400
| Closed | -$364K | – | 2443 |
|
|
2020
Q3 | $364K | Buy |
48,400
+19,514
| +68% | +$138K | ﹤0.01% | 1298 |
|
|
2020
Q2 | $202K | Buy |
+28,886
| New | +$142K | ﹤0.01% | 1525 |
|
|
2017
Q3 | – | Sell |
-1,425
| Closed | -$24K | – | 3357 |
|
|
2017
Q2 | $24K | Hold |
1,425
| – | – | ﹤0.01% | 3056 |
|
|
2017
Q1 | $24K | Sell |
1,425
-350
| -20% | -$5.64K | ﹤0.01% | 3013 |
|
|
2016
Q4 | $27K | Hold |
1,775
| – | – | ﹤0.01% | 2869 |
|
|
2016
Q3 | $25K | Sell |
1,775
-100
| -5% | -$1.42K | ﹤0.01% | 2901 |
|
|
2016
Q2 | $26K | Buy |
1,875
+1,000
| +114% | +$13.4K | ﹤0.01% | 2605 |
|
|
2016
Q1 | $11K | Buy |
875
+285
| +48% | +$3.33K | ﹤0.01% | 3174 |
|
|
2015
Q4 | $8K | Hold |
590
| – | – | ﹤0.01% | 3432 |
|
|
2015
Q3 | $8K | Buy |
+590
| New | +$8.87K | ﹤0.01% | 3357 |
|
|
2015
Q2 | – | Sell |
-562
| Closed | -$10K | – | 2627 |
|
|
2015
Q1 | $10K | Sell |
562
-6,500
| -92% | -$126K | ﹤0.01% | 3197 |
|
|
2014
Q4 | $139K | Sell |
7,062
-1,000
| -12% | -$18.8K | ﹤0.01% | 1362 |
|
|
2014
Q3 | $134K | Buy |
8,062
+1,000
| +14% | +$18.9K | ﹤0.01% | 1291 |
|
|
2014
Q2 | $138K | Buy |
7,062
+6,000
| +565% | +$120K | ﹤0.01% | 1236 |
|
|
2014
Q1 | $22K | Hold |
1,062
| – | – | ﹤0.01% | 2307 |
|
|
2013
Q4 | $21K | Buy |
1,062
+500
| +89% | +$9.22K | ﹤0.01% | 2158 |
|
|
2013
Q3 | $11K | Sell |
562
-1,900
| -77% | -$33.8K | ﹤0.01% | 2418 |
|
|
2013
Q2 | $42K | Buy |
+2,462
| New | +$50.8K | ﹤0.01% | 1472 |
|
Other funds holding RWT
VCM
VPM
Creative Planning's RWT Position: Q1 2026 in Review
Creative Planning increased its Redwood Trust (RWT) stake by 58% in Q1 2026, buying an estimated $40.2K and bringing the position to 18,916 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #3893.
Creative Planning first reported a position in RWT in Q2 2013 and has held it in 29 quarters since. The position peaked at $364K in Q3 2020. 236 funds tracked by Wall St. Rank hold RWT as of Q1 2026.
- Creative Planning held 18,916 shares of Redwood Trust worth $106K as of Q1 2026.
- Creative Planning bought 6,928 Redwood Trust shares in Q1 2026, an estimated $40.2K.
- Redwood Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3893 holding.
- Creative Planning first reported a position in Redwood Trust in Q2 2013 and has held it in 29 quarters since.
- Creative Planning's Redwood Trust position peaked at $364K in Q3 2020.
- 236 funds tracked by Wall St. Rank held Redwood Trust as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.