SAS
WCPB

SMI Advisory Services’s Weitz Core Plus Bond ETF WCPB Stock Holding History

SMI Advisory Services’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 		$21.4M Buy
845,239
+31,189
+4% +$791K 3.47% 7
2026
Q1 		$20.6M Buy
814,050
+88,437
+12% +$2.26M 3.4% 8
2025
Q4 		$18.6M Buy
+725,613
New +$18.6M 3.21% 9

Other funds holding WCPB

NPI
New Perspectives Inc Ridgeland, Mississippi $326M AUM 18.81% 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 $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

SMI Advisory Services's WCPB Position: Q2 2026 in Review

SMI Advisory Services increased its Weitz Core Plus Bond ETF (WCPB) stake by 3.8% in Q2 2026, buying an estimated $791K and bringing the position to 845,239 shares worth $21.4M. The position accounts for 3.47% of the portfolio, ranked #7.

SMI Advisory Services first reported a position in WCPB in Q4 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold WCPB as of Q2 2026.

  • SMI Advisory Services held 845,239 shares of Weitz Core Plus Bond ETF worth $21.4M as of Q2 2026.
  • SMI Advisory Services bought 31,189 Weitz Core Plus Bond ETF shares in Q2 2026, an estimated $791K.
  • Weitz Core Plus Bond ETF made up 3.47% of SMI Advisory Services's portfolio in Q2 2026, its #7 holding.
  • SMI Advisory Services first reported a position in Weitz Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Weitz Core Plus Bond ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.