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Disclosery

Creative Planning: WT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creative Planning on WT, newest first. How the timeline and the estimate are built.

Creative Planning held 137,799 WT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,799 shares
    Change vs previous 13F -4,966 shares

    <0.01% of the 13F portfolio, value $2,334,307.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 142,765 shares
    Change vs previous 13F +25,091 shares

    <0.01% of the 13F portfolio, value $2,078,665.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 117,674 shares
    Change vs previous 13F -13,022 shares

    <0.01% of the 13F portfolio, value $1,434,447.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 130,696 shares
    Change vs previous 13F +12,133 shares

    <0.01% of the 13F portfolio, value $1,816,670.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 118,563 shares
    Change vs previous 13F +5,309 shares

    <0.01% of the 13F portfolio, value $1,364,666.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 113,254 shares
    Change vs previous 13F +11,671 shares

    <0.01% of the 13F portfolio, value $1,010,230.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 101,583 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,066,626.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).