SWM
WCPB

Stapp Wealth Management’s Weitz Core Plus Bond ETF WCPB Stock Holding History

Stapp Wealth Management’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 		$8.21M Buy
324,040
+2,925
+0.9% +$74.1K 10.73% 2
2026
Q1 		$8.12M Buy
+321,115
New +$8.22M 10.37% 2

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
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
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
TFM
Trademark Financial Management Bloomington, Minnesota $244M AUM 22.47% 1-Year Est. Return
MQWP
Morey & Quinn Wealth Partners Omaha, Nebraska $155M AUM 27.53% 1-Year Est. Return

Stapp Wealth Management's WCPB Position: Q2 2026 in Review

Stapp Wealth Management increased its Weitz Core Plus Bond ETF (WCPB) stake by 0.91% in Q2 2026, buying an estimated $74.1K and bringing the position to 324,040 shares worth $8.21M. The position accounts for 10.73% of the portfolio, ranked #2.

Stapp Wealth Management first reported a position in WCPB in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold WCPB as of Q2 2026.

  • Stapp Wealth Management held 324,040 shares of Weitz Core Plus Bond ETF worth $8.21M as of Q2 2026.
  • Stapp Wealth Management bought 2,925 Weitz Core Plus Bond ETF shares in Q2 2026, an estimated $74.1K.
  • Weitz Core Plus Bond ETF made up 10.73% of Stapp Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Stapp Wealth Management first reported a position in Weitz Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Weitz Core Plus Bond ETF as of Q2 2026.

Based on Stapp Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.