Creative Planning’s WisdomTree True Emerging Markets Fund XC Stock Holding History

Creative Planning’s Portfolio XC Stock Details XC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$860K	Buy	27,125 +127	+0.5%	+$4.06K	﹤0.01%	2771
2026 Q1	$842K	Buy	26,998 +99	+0.4%	+$3.26K	﹤0.01%	2595
2025 Q4	$873K	Buy	26,899 +466	+2%	+$16.1K	﹤0.01%	2389
2025 Q3	$916K	Buy	26,433 +484	+2%	+$16.6K	﹤0.01%	2195
2025 Q2	$893K	Sell	25,949 -1,750	-6%	-$55.2K	﹤0.01%	1960
2025 Q1	$823K	Buy	27,699 +905	+3%	+$27.7K	﹤0.01%	1879
2024 Q4	$824K	Buy	26,794 +656	+3%	+$21K	﹤0.01%	1805
2024 Q3	$862K	Sell	26,138 -168	-0.6%	-$5.48K	﹤0.01%	1633
2024 Q2	$844K	Sell	26,306 -1,356	-5%	-$41.9K	﹤0.01%	1544
2024 Q1	$849K	Sell	27,662 -416	-1%	-$12.3K	﹤0.01%	1444
2023 Q4	$830K	Sell	28,078 -39	-0.1%	-$1.06K	﹤0.01%	1342
2023 Q3	$736K	Buy	+28,117	New	+$775K	﹤0.01%	1315

Other funds holding XC

Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

tru Independence Portland, Oregon $229M AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Viaable Wayne, Pennsylvania $121M AUM

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Creative Planning's XC Position: Q2 2026 in Review

Creative Planning increased its WisdomTree True Emerging Markets Fund (XC) stake by 0.47% in Q2 2026, buying an estimated $4.06K and bringing the position to 27,125 shares worth $860K. The position accounts for ﹤0.01% of the portfolio, ranked #2771.

Creative Planning first reported a position in XC in Q3 2023 and has held it in 12 quarters since. The position peaked at $916K in Q3 2025. 29 funds tracked by Wall St. Rank hold XC as of Q2 2026.

Creative Planning held 27,125 shares of WisdomTree True Emerging Markets Fund worth $860K as of Q2 2026.
Creative Planning bought 127 WisdomTree True Emerging Markets Fund shares in Q2 2026, an estimated $4.06K.
WisdomTree True Emerging Markets Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2771 holding.
Creative Planning first reported a position in WisdomTree True Emerging Markets Fund in Q3 2023 and has held it in 12 quarters since.
Creative Planning's WisdomTree True Emerging Markets Fund position peaked at $916K in Q3 2025.
29 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q2 2026.

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