Creative Planning
WTTR icon

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
Q2 		$1.3M Buy
65,191
+13,394
+26% +$235K ﹤0.01% 2434
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MIM
Merewether Investment Management Dallas, Texas $5.31B AUM 73.7% 1-Year Est. Return

Creative Planning's WTTR Position: Q2 2026 in Review

Creative Planning increased its Select Water Solutions (WTTR) stake by 26% in Q2 2026, buying an estimated $235K and bringing the position to 65,191 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2434.

Creative Planning first reported a position in WTTR in Q2 2017 and has held it in 23 quarters since. 266 funds tracked by Wall St. Rank hold WTTR as of Q2 2026.

  • Creative Planning held 65,191 shares of Select Water Solutions worth $1.3M as of Q2 2026.
  • Creative Planning bought 13,394 Select Water Solutions shares in Q2 2026, an estimated $235K.
  • Select Water Solutions made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2434 holding.
  • Creative Planning first reported a position in Select Water Solutions in Q2 2017 and has held it in 23 quarters since.
  • 266 funds tracked by Wall St. Rank held Select Water Solutions as of Q2 2026.

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