Creative Planning
WSML

Creative Planning’s iShares MSCI World Small-Cap ETF WSML Stock Holding History

Creative Planning’s Portfolio WSML Stock Details WSML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$257K Buy
+7,299
New +$248K ﹤0.01% 3689

Other funds holding WSML

CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
MWPCG
Measured Wealth Private Client Group Portsmouth, New Hampshire $414M AUM 32.23% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Creative Planning's WSML Position: Q2 2026 in Review

Creative Planning opened a new position in iShares MSCI World Small-Cap ETF (WSML) in Q2 2026: 7,299 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #3689 among its holdings.

10 funds tracked by Wall St. Rank hold WSML as of Q2 2026.

  • Creative Planning held 7,299 shares of iShares MSCI World Small-Cap ETF worth $257K as of Q2 2026.
  • iShares MSCI World Small-Cap ETF was a new Creative Planning position in Q2 2026.
  • iShares MSCI World Small-Cap ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3689 holding.
  • 10 funds tracked by Wall St. Rank held iShares MSCI World Small-Cap ETF as of Q2 2026.

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