Creative Planning »

Wey shares owned by Creative Planning

Quarter-by-quarter ownership of Wey (WEYS) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Wey

Tip: Access up to 7 years of quarterly data

All positions including Wey held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wey by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.2M 46k 48.41
2016-03-31 $0 1 0.00

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Index Fds Mrngstr Lrg Cap (VV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust St Str P500etf (SPYM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Mrngstr Mid Cap (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Creative Planning

Top funds holding Wey

Dimensional Fund Advisors
BlackRock
Vanguard Capital Management
Geode Capital Management
State Street Corporation
Bridgeway Capital Management
Bank of New York Mellon
North Star Investment Management
Northern Trust
Empowered Funds
Creative Planning
Associated Banc-
Vanguard Portfolio Management
Vanguard Fiduciary Trust
O'shaughnessy Asset Management

View all funds holding Wey