Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

WTID holding history

Bank of Montreal 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.

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

Shares (Q2 2026): 10,000
Value: $58.2K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2026

Holdings of WTID by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,000	$58.2K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	10,000	$40.8K	<0.1%	+10,000	New	Holders