FFA
WCPB

Farther Finance Advisors’s Weitz Core Plus Bond ETF WCPB Stock Holding History

Farther Finance 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 		$4.71M Buy
185,776
+5,300
+3% +$134K 0.04% 426
2026
Q1 		$4.56M Sell
180,476
-4,943
-3% -$127K 0.04% 372
2025
Q4 		$4.74M Buy
+185,419
New +$4.75M 0.05% 319

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
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
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Farther Finance Advisors's WCPB Position: Q2 2026 in Review

Farther Finance Advisors increased its Weitz Core Plus Bond ETF (WCPB) stake by 2.9% in Q2 2026, buying an estimated $134K and bringing the position to 185,776 shares worth $4.71M. The position accounts for 0.04% of the portfolio, ranked #426.

Farther Finance Advisors first reported a position in WCPB in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.74M in Q4 2025. 11 funds tracked by Wall St. Rank hold WCPB as of Q2 2026.

  • Farther Finance Advisors held 185,776 shares of Weitz Core Plus Bond ETF worth $4.71M as of Q2 2026.
  • Farther Finance Advisors bought 5,300 Weitz Core Plus Bond ETF shares in Q2 2026, an estimated $134K.
  • Weitz Core Plus Bond ETF made up 0.04% of Farther Finance Advisors's portfolio in Q2 2026, its #426 holding.
  • Farther Finance Advisors first reported a position in Weitz Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Farther Finance Advisors's Weitz Core Plus Bond ETF position peaked at $4.74M in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Weitz Core Plus Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.