WEITZ CORE PLUS BOND ETF WCPB
$25.33
+0.1% 52w: $24.13 – $25.44
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data24.1324.7825.44
Aug 13, 2025 Jul 2, 2026
Institutional holders
15
+6 QoQ
13F value
$143.5M
+44.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns WCPB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| New Perspectives, Inc | Wealth advisor | 2.9M | $72.5M | 25.1% | +3.2% |
| SMI Advisory Services, LLC | Wealth advisor | 814.0K | $20.6M | 3.4% | +12.2% |
| Clear Trail Advisors, LLC | Other | 582.9K | $14.7M | 2.5% | New |
| PFW Advisors LLC | Other | 332.7K | $8.4M | 2.6% | New |
| STAPP WEALTH MANAGEMENT, PLLC | Wealth advisor | 321.1K | $8.1M | 10.4% | New |
| LexAurum Advisors, LLC | Wealth advisor | 192.9K | $4.9M | 0.6% | — |
| Farther Finance Advisors, LLC | Wealth advisor | 180.5K | $4.6M | 0.0% | -2.7% |
| Sigma Planning Corp | Wealth advisor | 129.6K | $3.3M | 0.1% | +3.1% |
| RAINIER FAMILY WEALTH INC | Wealth advisor | 83.5K | $2.1M | 1.4% | +308.1% |
| HighTower Advisors, LLC | Diversified mechanical | 62.9K | $1.6M | 0.0% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 58.0K | $1.5M | 0.0% | +196.0% |
| TOTH FINANCIAL ADVISORY CORP | Other | 14.2K | $359K | 0.0% | +783.8% |
| Trademark Financial Management, LLC | Wealth advisor | 13.1K | $331K | 0.2% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 12.7K | $322K | 0.0% | +16.4% |
| Brookwood Investment Group LLC | Wealth advisor | 9.3K | $234K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.