Creative Planning
WRBY icon

Creative Planning’s Warby Parker WRBY Stock Holding History

Creative Planning’s Portfolio WRBY Stock Details WRBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.64M Sell
53,894
-7,576
-12% -$188K ﹤0.01% 2249
2026
Q1 		$1.3M Buy
61,470
+33,958
+123% +$842K ﹤0.01% 2250
2025
Q4 		$599K Sell
27,512
-591
-2% -$12.9K ﹤0.01% 2684
2025
Q3 		$775K Buy
28,103
+8,092
+40% +$204K ﹤0.01% 2356
2025
Q2 		$439K Buy
+20,011
New +$370K ﹤0.01% 2582
2025
Q1 		– Sell
-293
Closed -$7.09K – 3749
2024
Q4 		$7.09K Buy
+293
New +$5.99K ﹤0.01% 3398

Other funds holding WRBY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Creative Planning's WRBY Position: Q2 2026 in Review

Creative Planning reduced its Warby Parker (WRBY) stake by 12% in Q2 2026, selling an estimated $188K and leaving 53,894 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #2249.

Creative Planning first reported a position in WRBY in Q4 2024 and has held it in 6 quarters since. 304 funds tracked by Wall St. Rank hold WRBY as of Q2 2026.

  • Creative Planning held 53,894 shares of Warby Parker worth $1.64M as of Q2 2026.
  • Creative Planning sold 7,576 Warby Parker shares in Q2 2026, an estimated $188K.
  • Warby Parker made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2249 holding.
  • Creative Planning first reported a position in Warby Parker in Q4 2024 and has held it in 6 quarters since.
  • 304 funds tracked by Wall St. Rank held Warby Parker as of Q2 2026.

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