BIG
WCPB

Brookwood Investment Group’s Weitz Core Plus Bond ETF WCPB Stock Holding History

Brookwood Investment Group’s Portfolio WCPB Stock Details WCPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$306K Buy
12,057
+2,800
+30% +$71K 0.03% 399
2026
Q1 		$234K Buy
+9,257
New +$237K 0.03% 449

Other funds holding WCPB

NPI
New Perspectives Inc Ridgeland, Mississippi $326M AUM 18.81% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RFW
Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Brookwood Investment Group's WCPB Position: Q2 2026 in Review

Brookwood Investment Group increased its Weitz Core Plus Bond ETF (WCPB) stake by 30% in Q2 2026, buying an estimated $71K and bringing the position to 12,057 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #399.

Brookwood Investment Group first reported a position in WCPB in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold WCPB as of Q2 2026.

  • Brookwood Investment Group held 12,057 shares of Weitz Core Plus Bond ETF worth $306K as of Q2 2026.
  • Brookwood Investment Group bought 2,800 Weitz Core Plus Bond ETF shares in Q2 2026, an estimated $71K.
  • Weitz Core Plus Bond ETF made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #399 holding.
  • Brookwood Investment Group first reported a position in Weitz Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Weitz Core Plus Bond ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.