Creative Planning’s Wayfair W Stock Holding History

Creative Planning’s Portfolio W Stock Details W Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-200	Closed	-$3K	–	2284
2020 Q2	$3K	Buy	+200	New	+$29.9K	﹤0.01%	1941

Other funds holding W

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Creative Planning's W Position: Q2 2026 in Review

Creative Planning increased its Wayfair (W) stake by 68% in Q2 2026, buying an estimated $1.23M and bringing the position to 41,381 shares worth $3.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

Creative Planning first reported a position in W in Q4 2014 and has held it in 31 quarters since. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

Creative Planning held 41,381 shares of Wayfair worth $3.82M as of Q2 2026.
Creative Planning bought 16,676 Wayfair shares in Q2 2026, an estimated $1.23M.
Wayfair made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1609 holding.
Creative Planning first reported a position in Wayfair in Q4 2014 and has held it in 31 quarters since.
457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

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