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EPSEPS
Showing 8 of 31 quarters

Position history for Creative PlanningCreative Planning's holdings in WISDOMTREE TR

Creative Planning holds 88,954 shares of EPS (WISDOMTREE TR), worth $6.9M as of 2026-Q2. The position was decreased (-0.9% shares). EPS represents 0.0% of Creative Planning's portfolio.

Current Value

$6.9M

Current Shares

88,954

Total Value Change

+$1.5M

Total Shares Change

-1,375

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
88,954
-0.9%
$6.9M0.0%$77.79
0
2026-Q1
Decreased
89,769
-0.7%
$6.1M0.0%$70.75
0
2025-Q4
Decreased
90,353
-3.6%
$6.4M0.0%$71.37
0
2025-Q3
Decreased
93,764
-0.2%
$6.5M0.0%$68.51
0
2025-Q2
Increased
93,914
0.0%
$6M0.0%$63.34
27
2025-Q1
Decreased
93,913
-1.8%
$5.6M0.0%$58.26
0
2024-Q4
Increased
95,635
+5.9%
$5.9M0.0%$60.54
29
2024-Q3
Decreased
90,329
-4.0%
$5.4M0.0%$58.67
0

Other major holders of EPS: Steward Partners Investment Advisory, LLC, LPL Financial LLC

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