Creative Planning
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Creative Planning’s Wabash National WNC Stock Holding History

Creative Planning’s Portfolio WNC Stock Details WNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$512K Sell
37,904
-42,132
-53% -$374K ﹤0.01% 3163
2026
Q1 		$690K Buy
80,036
+14,616
+22% +$145K ﹤0.01% 2770
2025
Q4 		$566K Buy
65,420
+9,237
+16% +$80.6K ﹤0.01% 2730
2025
Q3 		$555K Buy
56,183
+7,908
+16% +$84.4K ﹤0.01% 2623
2025
Q2 		$513K Sell
48,275
-69,554
-59% -$669K ﹤0.01% 2453
2025
Q1 		$1.3M Buy
117,829
+107,547
+1,046% +$1.44M ﹤0.01% 1510
2024
Q4 		$176K Buy
+10,282
New +$191K ﹤0.01% 3010
2017
Q3 		– Sell
-1,000
Closed -$22K – 3719
2017
Q2 		$22K Hold
1,000
– – ﹤0.01% 3132
2017
Q1 		$21K Hold
1,000
– – ﹤0.01% 3108
2016
Q4 		$16K Sell
1,000
-1,213
-55% -$16.5K ﹤0.01% 3234
2016
Q3 		$32K Buy
2,213
+1,113
+101% +$15.2K ﹤0.01% 2701
2016
Q2 		$14K Sell
1,100
-1,416
-56% -$19K ﹤0.01% 3035
2016
Q1 		$33K Sell
2,516
-530
-17% -$6.19K ﹤0.01% 2394
2015
Q4 		$36K Sell
3,046
-934
-23% -$11K ﹤0.01% 2395
2015
Q3 		$42K Buy
+3,980
New +$48.9K ﹤0.01% 2159
2015
Q2 		– Sell
-2,480
Closed -$35K – 3028
2015
Q1 		$35K Sell
2,480
-100
-4% -$1.35K ﹤0.01% 2274
2014
Q4 		$32K Hold
2,580
– – ﹤0.01% 2308
2014
Q3 		$34K Hold
2,580
– – ﹤0.01% 2183
2014
Q2 		$37K Buy
2,580
+1,000
+63% +$13.7K ﹤0.01% 2090
2014
Q1 		$22K Buy
+1,580
New +$21.1K ﹤0.01% 2310

Other funds holding WNC

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning's WNC Position: Q2 2026 in Review

Creative Planning reduced its Wabash National (WNC) stake by 53% in Q2 2026, selling an estimated $374K and leaving 37,904 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #3163.

Creative Planning first reported a position in WNC in Q1 2014 and has held it in 20 quarters since. The position peaked at $1.3M in Q1 2025. 166 funds tracked by Wall St. Rank hold WNC as of Q2 2026.

  • Creative Planning held 37,904 shares of Wabash National worth $512K as of Q2 2026.
  • Creative Planning sold 42,132 Wabash National shares in Q2 2026, an estimated $374K.
  • Wabash National made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3163 holding.
  • Creative Planning first reported a position in Wabash National in Q1 2014 and has held it in 20 quarters since.
  • Creative Planning's Wabash National position peaked at $1.3M in Q1 2025.
  • 166 funds tracked by Wall St. Rank held Wabash National as of Q2 2026.

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