CTA
WCPB

Clear Trail Advisors’s Weitz Core Plus Bond ETF WCPB Stock Holding History

Clear Trail Advisors’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 		$16.3M Buy
643,407
+60,480
+10% +$1.53M 2.49% 11
2026
Q1 		$14.7M Buy
+582,927
New +$14.9M 2.45% 12

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
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Clear Trail Advisors's WCPB Position: Q2 2026 in Review

Clear Trail Advisors increased its Weitz Core Plus Bond ETF (WCPB) stake by 10% in Q2 2026, buying an estimated $1.53M and bringing the position to 643,407 shares worth $16.3M. The position accounts for 2.49% of the portfolio, ranked #11.

Clear Trail Advisors first reported a position in WCPB in Q1 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold WCPB as of Q2 2026.

  • Clear Trail Advisors held 643,407 shares of Weitz Core Plus Bond ETF worth $16.3M as of Q2 2026.
  • Clear Trail Advisors bought 60,480 Weitz Core Plus Bond ETF shares in Q2 2026, an estimated $1.53M.
  • Weitz Core Plus Bond ETF made up 2.49% of Clear Trail Advisors's portfolio in Q2 2026, its #11 holding.
  • Clear Trail Advisors first reported a position in Weitz Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Weitz Core Plus Bond ETF as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.