Creative Planning
WMK icon

Creative Planning’s Weis Markets WMK Stock Holding History

Creative Planning’s Portfolio WMK Stock Details WMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.2M Buy
155,628
+93,952
+152% +$6.89M 0.01% 743
2026
Q1 		$4.22M Buy
61,676
+20,658
+50% +$1.41M ﹤0.01% 1332
2025
Q4 		$2.63M Buy
41,018
+27,288
+199% +$1.82M ﹤0.01% 1483
2025
Q3 		$987K Buy
13,730
+7,069
+106% +$516K ﹤0.01% 2124
2025
Q2 		$483K Buy
6,661
+859
+15% +$67.2K ﹤0.01% 2497
2025
Q1 		$447K Sell
5,802
-16
-0.3% -$1.15K ﹤0.01% 2379
2024
Q4 		$394K Buy
5,818
+2,436
+72% +$168K ﹤0.01% 2450
2024
Q3 		$233K Buy
+3,382
New +$230K ﹤0.01% 2724
2024
Q2 		– Sell
-3,476
Closed -$224K – 3184
2024
Q1 		$224K Buy
+3,476
New +$217K ﹤0.01% 2494
2015
Q4 		– Sell
-35
Closed -$1K – 4597
2015
Q3 		$1K Buy
+35
New +$1.47K ﹤0.01% 4161

Other funds holding WMK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning's WMK Position: Q2 2026 in Review

Creative Planning increased its Weis Markets (WMK) stake by 152% in Q2 2026, buying an estimated $6.89M and bringing the position to 155,628 shares worth $12.2M. The position accounts for 0.01% of the portfolio, ranked #743.

Creative Planning first reported a position in WMK in Q3 2015 and has held it in 10 quarters since. 200 funds tracked by Wall St. Rank hold WMK as of Q2 2026.

  • Creative Planning held 155,628 shares of Weis Markets worth $12.2M as of Q2 2026.
  • Creative Planning bought 93,952 Weis Markets shares in Q2 2026, an estimated $6.89M.
  • Weis Markets made up 0.01% of Creative Planning's portfolio in Q2 2026, its #743 holding.
  • Creative Planning first reported a position in Weis Markets in Q3 2015 and has held it in 10 quarters since.
  • 200 funds tracked by Wall St. Rank held Weis Markets as of Q2 2026.

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