Creative Planning’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.78M | Buy |
21,751
+7,040
| +48% | +$2.53M | 0.01% | 861 |
|
|
2025
Q4 | $4.45M | Buy |
14,711
+6,979
| +90% | +$1.92M | ﹤0.01% | 1087 |
|
|
2025
Q3 | $1.95M | Buy |
7,732
+2,339
| +43% | +$581K | ﹤0.01% | 1563 |
|
|
2025
Q2 | $1.32M | Sell |
5,393
-3,508
| -39% | -$718K | ﹤0.01% | 1637 |
|
|
2025
Q1 | $1.62M | Buy |
8,901
+16
| +0.2% | +$2.96K | ﹤0.01% | 1346 |
|
|
2024
Q4 | $1.48M | Buy |
8,885
+3,694
| +71% | +$631K | ﹤0.01% | 1342 |
|
|
2024
Q3 | $890K | Sell |
5,191
-10,583
| -67% | -$1.76M | ﹤0.01% | 1609 |
|
|
2024
Q2 | $2.75M | Buy |
15,774
+913
| +6% | +$155K | ﹤0.01% | 853 |
|
|
2024
Q1 | $2.29M | Sell |
14,861
-721
| -5% | -$102K | ﹤0.01% | 916 |
|
|
2023
Q4 | $2.12M | Buy |
15,582
+472
| +3% | +$61.7K | ﹤0.01% | 898 |
|
|
2023
Q3 | $1.88M | Sell |
15,110
-303
| -2% | -$37.8K | ﹤0.01% | 872 |
|
|
2023
Q2 | $1.83M | Buy |
15,413
+1,722
| +13% | +$182K | ﹤0.01% | 862 |
|
|
2023
Q1 | $1.33M | Sell |
13,691
-322
| -2% | -$32.4K | ﹤0.01% | 942 |
|
|
2022
Q4 | $1.35M | Sell |
14,013
-25,990
| -65% | -$2.4M | ﹤0.01% | 895 |
|
|
2022
Q3 | $3.21M | Buy |
40,003
+23,164
| +138% | +$2.19M | 0.01% | 549 |
|
|
2022
Q2 | $1.56M | Sell |
16,839
-138
| -0.8% | -$14.4K | ﹤0.01% | 800 |
|
|
2022
Q1 | $2.12M | Buy |
16,977
+614
| +4% | +$72.2K | ﹤0.01% | 700 |
|
|
2021
Q4 | $1.79M | Buy |
16,363
+7,509
| +85% | +$844K | ﹤0.01% | 720 |
|
|
2021
Q3 | $1M | Buy |
8,854
+35
| +0.4% | +$4.16K | ﹤0.01% | 952 |
|
|
2021
Q2 | $1.08M | Buy |
8,819
+3,964
| +82% | +$488K | ﹤0.01% | 899 |
|
|
2021
Q1 | $586K | Buy |
4,855
+856
| +21% | +$102K | ﹤0.01% | 1330 |
|
|
2020
Q4 | $486K | Buy |
+3,999
| New | +$406K | ﹤0.01% | 1336 |
|
|
2019
Q4 | – | Sell |
-8,163
| Closed | -$880K | – | 2127 |
|
|
2019
Q3 | $880K | Buy |
+8,163
| New | +$897K | ﹤0.01% | 818 |
|
|
2017
Q3 | – | Sell |
-393
| Closed | -$27K | – | 3738 |
|
|
2017
Q2 | $27K | Buy |
393
+18
| +5% | +$1.23K | ﹤0.01% | 2966 |
|
|
2017
Q1 | $25K | Buy |
375
+4
| +1% | +$277 | ﹤0.01% | 2979 |
|
|
2016
Q4 | $26K | Buy |
371
+5
| +1% | +$323 | ﹤0.01% | 2903 |
|
|
2016
Q3 | $23K | Buy |
366
+45
| +14% | +$2.71K | ﹤0.01% | 2973 |
|
|
2016
Q2 | $19K | Hold |
321
| – | – | ﹤0.01% | 2851 |
|
|
2016
Q1 | $17K | Sell |
321
-200
| -38% | -$9.55K | ﹤0.01% | 2881 |
|
|
2015
Q4 | $26K | Sell |
521
-179
| -26% | -$8.45K | ﹤0.01% | 2652 |
|
|
2015
Q3 | $28K | Buy |
+700
| New | +$33.1K | ﹤0.01% | 2477 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$10K | – | 3044 |
|
|
2015
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 3204 |
|
|
2014
Q4 | $10K | Buy |
+200
| New | +$9.91K | ﹤0.01% | 3131 |
|
|
2013
Q4 | – | Sell |
-2,103
| Closed | -$86K | – | 3493 |
|
|
2013
Q3 | $86K | Buy |
+2,103
| New | +$86.3K | ﹤0.01% | 1205 |
|
Other funds holding WWD
VCM
VPM
Creative Planning's WWD Position: Q1 2026 in Review
Creative Planning increased its Woodward (WWD) stake by 48% in Q1 2026, buying an estimated $2.53M and bringing the position to 21,751 shares worth $7.78M. The position accounts for 0.01% of the portfolio, ranked #861.
Creative Planning first reported a position in WWD in Q3 2013 and has held it in 34 quarters since. 731 funds tracked by Wall St. Rank hold WWD as of Q1 2026.
- Creative Planning held 21,751 shares of Woodward worth $7.78M as of Q1 2026.
- Creative Planning bought 7,040 Woodward shares in Q1 2026, an estimated $2.53M.
- Woodward made up 0.01% of Creative Planning's portfolio in Q1 2026, its #861 holding.
- Creative Planning first reported a position in Woodward in Q3 2013 and has held it in 34 quarters since.
- 731 funds tracked by Wall St. Rank held Woodward as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.