Creative Planning’s Wave Life Sciences WVE Stock Holding History

Creative Planning’s Portfolio WVE Stock Details WVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$200K	Buy	27,574 +9,453	+52%	+$123K	﹤0.01%	3736
2025 Q4	$308K	Buy	18,121 +6,251	+53%	+$63.5K	﹤0.01%	3220
2025 Q3	$86.9K	Buy	11,870 +386	+3%	+$3.12K	﹤0.01%	3695
2025 Q2	$74.6K	Buy	11,484 +861	+8%	+$5.69K	﹤0.01%	3470
2025 Q1	$85.8K	Buy	+10,623	New	+$116K	﹤0.01%	3273
2020 Q4	–	Sell	-10,000	Closed	-$85K	–	2478
2020 Q3	$85K	Buy	+10,000	New	+$110K	﹤0.01%	1849

Other funds holding WVE

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

GSK plc London $599M AUM

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

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Creative Planning's WVE Position: Q1 2026 in Review

Creative Planning increased its Wave Life Sciences (WVE) stake by 52% in Q1 2026, buying an estimated $123K and bringing the position to 27,574 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #3736.

Creative Planning first reported a position in WVE in Q3 2020 and has held it in 6 quarters since. The position peaked at $308K in Q4 2025. 230 funds tracked by Wall St. Rank hold WVE as of Q1 2026.

Creative Planning held 27,574 shares of Wave Life Sciences worth $200K as of Q1 2026.
Creative Planning bought 9,453 Wave Life Sciences shares in Q1 2026, an estimated $123K.
Wave Life Sciences made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3736 holding.
Creative Planning first reported a position in Wave Life Sciences in Q3 2020 and has held it in 6 quarters since.
Creative Planning's Wave Life Sciences position peaked at $308K in Q4 2025.
230 funds tracked by Wall St. Rank held Wave Life Sciences as of Q1 2026.

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