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WCPB

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

NewEdge 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 		$2.69M Buy
+106,048
New +$2.69M 0.01% 1065

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 $103B AUM 28.65% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

NewEdge Advisors's WCPB Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Weitz Core Plus Bond ETF (WCPB) in Q2 2026: 106,048 shares worth $2.69M. The stake represents 0.01% of the portfolio and ranks #1065 among its holdings.

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

  • NewEdge Advisors held 106,048 shares of Weitz Core Plus Bond ETF worth $2.69M as of Q2 2026.
  • Weitz Core Plus Bond ETF was a new NewEdge Advisors position in Q2 2026.
  • Weitz Core Plus Bond ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1065 holding.
  • 23 funds tracked by Wall St. Rank held Weitz Core Plus Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.