NPI
WCPB

New Perspectives Inc’s Weitz Core Plus Bond ETF WCPB Stock Holding History

New Perspectives Inc’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 		$78.4M Buy
3,091,982
+225,041
+8% +$5.7M 24.05% 1
2026
Q1 		$72.5M Buy
2,866,941
+87,628
+3% +$2.24M 25.11% 1
2025
Q4 		$71M Buy
2,779,313
+2,210,590
+389% +$56.6M 24.61% 1
2025
Q3 		$14.5M Buy
+568,723
New +$14.4M 6.48% 6

Other funds holding WCPB

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
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

New Perspectives Inc's WCPB Position: Q2 2026 in Review

New Perspectives Inc increased its Weitz Core Plus Bond ETF (WCPB) stake by 7.8% in Q2 2026, buying an estimated $5.7M and bringing the position to 3,091,982 shares worth $78.4M. The position accounts for 24.05% of the portfolio, ranked #1.

New Perspectives Inc first reported a position in WCPB in Q3 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold WCPB as of Q2 2026.

  • New Perspectives Inc held 3,091,982 shares of Weitz Core Plus Bond ETF worth $78.4M as of Q2 2026.
  • New Perspectives Inc bought 225,041 Weitz Core Plus Bond ETF shares in Q2 2026, an estimated $5.7M.
  • Weitz Core Plus Bond ETF made up 24.05% of New Perspectives Inc's portfolio in Q2 2026, its #1 holding.
  • New Perspectives Inc first reported a position in Weitz Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Weitz Core Plus Bond ETF as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.