Creative Planning
WSML icon

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
Q3 		– Sell
-7,299
Closed -$257K – 4606
2026
Q2 		$257K Buy
+7,299
New +$248K ﹤0.01% 3689

Other funds holding WSML

Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Leo Wealth LLC
Leo Wealth LLC Hurst, Texas $471M AUM
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Measured Wealth Private Client Group
Measured Wealth Private Client Group Portsmouth, New Hampshire $398M AUM 22.66% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
BSC
BOLTON SECURITIES CORPORATION Bolton, Massachusetts $2.66B AUM 30.52% 1-Year Est. Return

Creative Planning's WSML Position: Q3 2026 in Review

Creative Planning sold out of iShares MSCI World Small-Cap ETF (WSML) in Q3 2026, closing a stake of 7,299 shares — an estimated $257K sold.

Creative Planning first reported a position in WSML in Q2 2026 and held it in 1 quarter. The position peaked at $257K in Q2 2026. 9 funds tracked by Wall St. Rank hold WSML as of Q3 2026.

  • Creative Planning reported no remaining iShares MSCI World Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Creative Planning sold 7,299 iShares MSCI World Small-Cap ETF shares in Q3 2026, an estimated $257K.
  • Creative Planning first reported a position in iShares MSCI World Small-Cap ETF in Q2 2026 and held it in 1 quarter.
  • Creative Planning's iShares MSCI World Small-Cap ETF position peaked at $257K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held iShares MSCI World Small-Cap ETF as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.