Creative Planning
XC icon

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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
TI
tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Creative Planning's XC Position: Q1 2026 in Review

Creative Planning increased its WisdomTree True Emerging Markets Fund (XC) stake by 0.37% in Q1 2026, buying an estimated $3.26K and bringing the position to 26,998 shares worth $842K. The position accounts for ﹤0.01% of the portfolio, ranked #2595.

Creative Planning first reported a position in XC in Q3 2023 and has held it in 11 quarters since. The position peaked at $916K in Q3 2025. 34 funds tracked by Wall St. Rank hold XC as of Q1 2026.

  • Creative Planning held 26,998 shares of WisdomTree True Emerging Markets Fund worth $842K as of Q1 2026.
  • Creative Planning bought 99 WisdomTree True Emerging Markets Fund shares in Q1 2026, an estimated $3.26K.
  • WisdomTree True Emerging Markets Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2595 holding.
  • Creative Planning first reported a position in WisdomTree True Emerging Markets Fund in Q3 2023 and has held it in 11 quarters since.
  • Creative Planning's WisdomTree True Emerging Markets Fund position peaked at $916K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q1 2026.

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