Commonwealth Equity Services
WCPB

Commonwealth Equity Services’s Weitz Core Plus Bond ETF WCPB Stock Holding History

Commonwealth Equity Services’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 		$375K Buy
14,792
+2,044
+16% +$51.8K ﹤0.01% 3562
2026
Q1 		$322K Buy
12,748
+1,799
+16% +$46.1K ﹤0.01% 3602
2025
Q4 		$280K Buy
+10,949
New +$280K ﹤0.01% 3705

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
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 $104B AUM 28.3% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Commonwealth Equity Services's WCPB Position: Q2 2026 in Review

Commonwealth Equity Services increased its Weitz Core Plus Bond ETF (WCPB) stake by 16% in Q2 2026, buying an estimated $51.8K and bringing the position to 14,792 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #3562.

Commonwealth Equity Services first reported a position in WCPB in Q4 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold WCPB as of Q2 2026.

  • Commonwealth Equity Services held 14,792 shares of Weitz Core Plus Bond ETF worth $375K as of Q2 2026.
  • Commonwealth Equity Services bought 2,044 Weitz Core Plus Bond ETF shares in Q2 2026, an estimated $51.8K.
  • Weitz Core Plus Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3562 holding.
  • Commonwealth Equity Services first reported a position in Weitz Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Weitz Core Plus Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.