SPC
WCPB

Sigma Planning Corp’s Weitz Core Plus Bond ETF WCPB Stock Holding History

Sigma Planning Corp’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 		$3.06M Sell
120,884
-8,763
-7% -$222K 0.08% 266
2026
Q1 		$3.28M Buy
129,647
+3,862
+3% +$98.9K 0.09% 238
2025
Q4 		$3.21M Buy
125,785
+6,627
+6% +$170K 0.09% 238
2025
Q3 		$3.03M Buy
+119,158
New +$3.02M 0.09% 241

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 $15.3B AUM 25.33% 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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Sigma Planning Corp's WCPB Position: Q2 2026 in Review

Sigma Planning Corp reduced its Weitz Core Plus Bond ETF (WCPB) stake by 6.8% in Q2 2026, selling an estimated $222K and leaving 120,884 shares worth $3.06M. The position accounts for 0.08% of the portfolio, ranked #266.

Sigma Planning Corp first reported a position in WCPB in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.28M in Q1 2026. 23 funds tracked by Wall St. Rank hold WCPB as of Q2 2026.

  • Sigma Planning Corp held 120,884 shares of Weitz Core Plus Bond ETF worth $3.06M as of Q2 2026.
  • Sigma Planning Corp sold 8,763 Weitz Core Plus Bond ETF shares in Q2 2026, an estimated $222K.
  • Weitz Core Plus Bond ETF made up 0.08% of Sigma Planning Corp's portfolio in Q2 2026, its #266 holding.
  • Sigma Planning Corp first reported a position in Weitz Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Sigma Planning Corp's Weitz Core Plus Bond ETF position peaked at $3.28M in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Weitz Core Plus Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.