RFW
WCPB

Rainier Family Wealth’s Weitz Core Plus Bond ETF WCPB Stock Holding History

Rainier Family Wealth’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 		$2.29M Buy
90,298
+6,779
+8% +$172K 1.3% 26
2026
Q1 		$2.11M Buy
83,519
+63,053
+308% +$1.61M 1.42% 24
2025
Q4 		$523K Buy
+20,466
New +$524K 0.39% 48

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
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

Rainier Family Wealth's WCPB Position: Q2 2026 in Review

Rainier Family Wealth increased its Weitz Core Plus Bond ETF (WCPB) stake by 8.1% in Q2 2026, buying an estimated $172K and bringing the position to 90,298 shares worth $2.29M. The position accounts for 1.3% of the portfolio, ranked #26.

Rainier Family Wealth first reported a position in WCPB in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold WCPB as of Q2 2026.

  • Rainier Family Wealth held 90,298 shares of Weitz Core Plus Bond ETF worth $2.29M as of Q2 2026.
  • Rainier Family Wealth bought 6,779 Weitz Core Plus Bond ETF shares in Q2 2026, an estimated $172K.
  • Weitz Core Plus Bond ETF made up 1.3% of Rainier Family Wealth's portfolio in Q2 2026, its #26 holding.
  • Rainier Family Wealth first reported a position in Weitz Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Weitz Core Plus Bond ETF as of Q2 2026.

Based on Rainier Family Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.