Position in WH
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,484,640
+$429,898 QoQ
Shares Held
18,277
+30.9% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0.7167478251354161.ToString("F0")%
Shared 0.ToString("F0")%
None 99.28325217486459.ToString("F0")%
Common Shares in WH Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $89,651,093 across 7 Lodging names. WH ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
|
175,201 | $57,302,990 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
|
56,608 | $17,213,360 | |
| 3 | HTHT |
H World Group Ltd
|
103,588 | $5,209,440 | |
| 4 | IHG |
Intercontinental Hotels Group PLC /New/
|
33,924 | $4,527,497 | |
| 5 | H |
Hyatt Hotels Corp
|
18,633 | $2,679,239 | |
| 6 | WH |
Wyndham Hotels & Resorts, Inc.
This page
|
18,277 | $1,484,640 | |
| 7 | CHH |
Choice Hotels International Inc /De
|
11,922 | $1,233,927 |
All Filings in WH
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,484,640 | 18,277 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,054,742 | 13,959 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $952,567 | 11,922 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $919,946 | 11,328 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,201,882 | 13,279 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,394,227 | 13,833 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,012,616 | 12,959 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $863,210 | 11,665 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $857,220 | 11,169 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $898,902 | 11,179 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $681,352 | 9,798 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $638,318 | 9,309 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $504,193 | 7,431 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $427,788 | 5,999 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $345,768 | 5,636 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $296,594 | 4,513 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $364,590 | 4,305 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $382,715 | 4,269 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $219,682 | 2,846 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $209,496 | 2,898 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $345,969 | 4,958 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $232,707 | 3,915 | Shares | Sole | 2021-01-29 | |
| 2020-06-30 | $233,557 | 5,480 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||