Creative Planning
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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
Q2 		$378K Buy
65,130
+37,556
+136% +$249K ﹤0.01% 3399
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 $11.5B AUM 168.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GP
GSK plc London $602M AUM
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
6CM
683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return

Creative Planning's WVE Position: Q2 2026 in Review

Creative Planning increased its Wave Life Sciences (WVE) stake by 136% in Q2 2026, buying an estimated $249K and bringing the position to 65,130 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #3399.

Creative Planning first reported a position in WVE in Q3 2020 and has held it in 7 quarters since. 239 funds tracked by Wall St. Rank hold WVE as of Q2 2026.

  • Creative Planning held 65,130 shares of Wave Life Sciences worth $378K as of Q2 2026.
  • Creative Planning bought 37,556 Wave Life Sciences shares in Q2 2026, an estimated $249K.
  • Wave Life Sciences made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3399 holding.
  • Creative Planning first reported a position in Wave Life Sciences in Q3 2020 and has held it in 7 quarters since.
  • 239 funds tracked by Wall St. Rank held Wave Life Sciences as of Q2 2026.

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