Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

WAFD holding history

Wafd Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WAFD overview All 13F holders of WAFD Full Q2 2026 holdings

Shares (Q2 2026): 6,682
Value: $256.4K
% of portfolio: <0.1%
Quarters held: 2; Since Q3 2025

Holdings of WAFD by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,682	$256.4K	<0.1%	+6,682	New	Holders
Q4 2025	0	$0	0.0%	−6,902−100.0%	Sold out	Holders
Q3 2025	6,902	$209.1K	<0.1%	+6,902	New	Holders