Creative Planning
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Creative Planning’s Select Water Solutions WTTR Stock Holding History

Creative Planning’s Portfolio WTTR Stock Details WTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$792K Buy
51,797
+23,119
+81% +$302K ﹤0.01% 2650
2025
Q4 		$302K Sell
28,678
-3,772
-12% -$40.6K ﹤0.01% 3231
2025
Q3 		$347K Buy
32,450
+952
+3% +$8.7K ﹤0.01% 3032
2025
Q2 		$272K Buy
31,498
+19,565
+164% +$169K ﹤0.01% 2985
2025
Q1 		$125K Sell
11,933
-154
-1% -$1.87K ﹤0.01% 3207
2024
Q4 		$160K Buy
12,087
+1,981
+20% +$25.2K ﹤0.01% 3044
2024
Q3 		$112K Buy
+10,106
New +$111K ﹤0.01% 2993
2023
Q2 		– Sell
-109
Closed -$759 – 2855
2023
Q1 		$759 Buy
+109
New +$849 ﹤0.01% 2553
2021
Q2 		– Sell
-11,800
Closed -$59K – 2615
2021
Q1 		$59K Hold
11,800
– – ﹤0.01% 2333
2020
Q4 		$48K Hold
11,800
– – ﹤0.01% 2105
2020
Q3 		$45K Hold
11,800
– – ﹤0.01% 1913
2020
Q2 		$58K Hold
11,800
– – ﹤0.01% 1751
2020
Q1 		$38K Hold
11,800
– – ﹤0.01% 1664
2019
Q4 		$110K Hold
11,800
– – ﹤0.01% 1738
2019
Q3 		$102K Hold
11,800
– – ﹤0.01% 1712
2019
Q2 		$137K Hold
11,800
– – ﹤0.01% 1703
2019
Q1 		$142K Sell
11,800
-575
-5% -$5.41K ﹤0.01% 1648
2018
Q4 		$78K Buy
12,375
+575
+5% +$5.68K ﹤0.01% 1664
2018
Q3 		$140K Buy
11,800
+1,000
+9% +$13.8K ﹤0.01% 1740
2018
Q2 		$157K Sell
10,800
-36
-0.3% -$530 ﹤0.01% 1691
2018
Q1 		$137K Buy
+10,836
New +$178K ﹤0.01% 1691
2017
Q3 		– Sell
-5,300
Closed -$64K – 3735
2017
Q2 		$64K Buy
+5,300
New +$75.6K ﹤0.01% 2324

Other funds holding WTTR

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Creative Planning's WTTR Position: Q1 2026 in Review

Creative Planning increased its Select Water Solutions (WTTR) stake by 81% in Q1 2026, buying an estimated $302K and bringing the position to 51,797 shares worth $792K. The position accounts for ﹤0.01% of the portfolio, ranked #2650.

Creative Planning first reported a position in WTTR in Q2 2017 and has held it in 22 quarters since. 255 funds tracked by Wall St. Rank hold WTTR as of Q1 2026.

  • Creative Planning held 51,797 shares of Select Water Solutions worth $792K as of Q1 2026.
  • Creative Planning bought 23,119 Select Water Solutions shares in Q1 2026, an estimated $302K.
  • Select Water Solutions made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2650 holding.
  • Creative Planning first reported a position in Select Water Solutions in Q2 2017 and has held it in 22 quarters since.
  • 255 funds tracked by Wall St. Rank held Select Water Solutions as of Q1 2026.

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