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
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sigma Planning Corp's WCPB Position: Q1 2026 in Review

Sigma Planning Corp increased its Weitz Core Plus Bond ETF (WCPB) stake by 3.1% in Q1 2026, buying an estimated $98.9K and bringing the position to 129,647 shares worth $3.28M. The position accounts for 0.09% of the portfolio, ranked #238.

Sigma Planning Corp first reported a position in WCPB in Q3 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold WCPB as of Q1 2026.

  • Sigma Planning Corp held 129,647 shares of Weitz Core Plus Bond ETF worth $3.28M as of Q1 2026.
  • Sigma Planning Corp bought 3,862 Weitz Core Plus Bond ETF shares in Q1 2026, an estimated $98.9K.
  • Weitz Core Plus Bond ETF made up 0.09% of Sigma Planning Corp's portfolio in Q1 2026, its #238 holding.
  • Sigma Planning Corp first reported a position in Weitz Core Plus Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Weitz Core Plus Bond ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.