Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
WSE holding history
Wise Group plc 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.
WSE overviewAll 13F holders of WSEFull Q2 2026 holdings
- Shares (Q2 2026)
- 78,529
- Value
- $935.3K
- % of portfolio
- <0.1%
- Quarters held
- 1
- Since Q2 2026