Creative Planning’s WisdomTree WT Stock Holding History

Creative Planning’s Portfolio WT Stock Details WT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.33M	Sell	137,799 -4,966	-3%	-$87.9K	﹤0.01%	1955
2026 Q1	$2.08M	Buy	142,765 +25,091	+21%	+$388K	﹤0.01%	1858
2025 Q4	$1.43M	Sell	117,674 -13,022	-10%	-$157K	﹤0.01%	1989
2025 Q3	$1.82M	Buy	130,696 +12,133	+10%	+$162K	﹤0.01%	1625
2025 Q2	$1.36M	Buy	118,563 +5,309	+5%	+$49.7K	﹤0.01%	1613
2025 Q1	$1.01M	Buy	113,254 +11,671	+11%	+$109K	﹤0.01%	1707
2024 Q4	$1.07M	Buy	+101,583	New	+$1.1M	﹤0.01%	1603
2017 Q3	–	Sell	-101	Closed	-$1K	–	3733
2017 Q2	$1K	Sell	101 -158	-61%	-$1.46K	﹤0.01%	4512
2017 Q1	$2K	Sell	259 -2,951	-92%	-$28.5K	﹤0.01%	4324
2016 Q4	$36K	Sell	3,210 -5,401	-63%	-$56.3K	﹤0.01%	2660
2016 Q3	$89K	Buy	8,611 +4,010	+87%	+$41.8K	﹤0.01%	1933
2016 Q2	$45K	Sell	4,601 -934	-17%	-$10.3K	﹤0.01%	2203
2016 Q1	$63K	Buy	5,535 +524	+10%	+$6.29K	﹤0.01%	1933
2015 Q4	$79K	Sell	5,011 -449	-8%	-$8.24K	﹤0.01%	1778
2015 Q3	$88K	Buy	+5,460	New	+$115K	﹤0.01%	1661
2015 Q2	–	Sell	-4,411	Closed	-$95K	–	3039
2015 Q1	$95K	Sell	4,411 -382	-8%	-$7.13K	﹤0.01%	1607
2014 Q4	$75K	Buy	4,793 +513	+12%	+$7.13K	﹤0.01%	1727
2014 Q3	$49K	Buy	4,280 +3,550	+486%	+$40.4K	﹤0.01%	1945
2014 Q2	$9K	Buy	730 +30	+4%	+$339	﹤0.01%	2951
2014 Q1	$9K	Sell	700 -1,600	-70%	-$24.4K	﹤0.01%	2816
2013 Q4	$41K	Buy	+2,300	New	+$32.7K	﹤0.01%	1746
2013 Q3	–	Sell	-200	Closed	-$2K	–	3374
2013 Q2	$2K	Buy	+200	New	+$2.34K	﹤0.01%	2852

Other funds holding WT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Creative Planning's WT Position: Q2 2026 in Review

Creative Planning reduced its WisdomTree (WT) stake by 3.5% in Q2 2026, selling an estimated $87.9K and leaving 137,799 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1955.

Creative Planning first reported a position in WT in Q2 2013 and has held it in 22 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Creative Planning held 137,799 shares of WisdomTree worth $2.33M as of Q2 2026.
Creative Planning sold 4,966 WisdomTree shares in Q2 2026, an estimated $87.9K.
WisdomTree made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1955 holding.
Creative Planning first reported a position in WisdomTree in Q2 2013 and has held it in 22 quarters since.
310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

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