IWC
WCPB

Integrated Wealth Concepts’s Weitz Core Plus Bond ETF WCPB Stock Holding History

Integrated Wealth Concepts’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 		$5.21M Buy
+205,416
New +$5.21M 0.03% 579

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
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

Integrated Wealth Concepts's WCPB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Weitz Core Plus Bond ETF (WCPB) in Q2 2026: 205,416 shares worth $5.21M. The stake represents 0.03% of the portfolio and ranks #579 among its holdings.

23 funds tracked by Wall St. Rank hold WCPB as of Q2 2026.

  • Integrated Wealth Concepts held 205,416 shares of Weitz Core Plus Bond ETF worth $5.21M as of Q2 2026.
  • Weitz Core Plus Bond ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Weitz Core Plus Bond ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #579 holding.
  • 23 funds tracked by Wall St. Rank held Weitz Core Plus Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.