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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Creative Planning's WT Position: Q1 2026 in Review

Creative Planning increased its WisdomTree (WT) stake by 21% in Q1 2026, buying an estimated $388K and bringing the position to 142,765 shares worth $2.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1858.

Creative Planning first reported a position in WT in Q2 2013 and has held it in 21 quarters since. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

Creative Planning held 142,765 shares of WisdomTree worth $2.08M as of Q1 2026.
Creative Planning bought 25,091 WisdomTree shares in Q1 2026, an estimated $388K.
WisdomTree made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1858 holding.
Creative Planning first reported a position in WisdomTree in Q2 2013 and has held it in 21 quarters since.
311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.