PA
WCPB

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

PFW 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 		$8.69M Buy
342,791
+10,070
+3% +$255K 2.53% 8
2026
Q1 		$8.41M Buy
+332,721
New +$8.52M 2.65% 8

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
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

PFW Advisors's WCPB Position: Q2 2026 in Review

PFW Advisors increased its Weitz Core Plus Bond ETF (WCPB) stake by 3% in Q2 2026, buying an estimated $255K and bringing the position to 342,791 shares worth $8.69M. The position accounts for 2.53% of the portfolio, ranked #8.

PFW Advisors first reported a position in WCPB in Q1 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold WCPB as of Q2 2026.

  • PFW Advisors held 342,791 shares of Weitz Core Plus Bond ETF worth $8.69M as of Q2 2026.
  • PFW Advisors bought 10,070 Weitz Core Plus Bond ETF shares in Q2 2026, an estimated $255K.
  • Weitz Core Plus Bond ETF made up 2.53% of PFW Advisors's portfolio in Q2 2026, its #8 holding.
  • PFW Advisors first reported a position in Weitz Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Weitz Core Plus Bond ETF as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.