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
2017 Q3	–	Sell	-200	Closed	-$1K	–	3732
2017 Q2	$1K	Hold	200	–	–	﹤0.01%	4511
2017 Q1	$1K	Hold	200	–	–	﹤0.01%	4515
2016 Q4	$1K	Hold	200	–	–	﹤0.01%	4504
2016 Q3	$1K	Buy	+200	New	+$2.08K	﹤0.01%	4454

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 $3.38T AUM 44.17% 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. 312 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.
312 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.