TFA
WCPB

Toth Financial Advisory’s Weitz Core Plus Bond ETF WCPB Stock Holding History

Toth Financial Advisory’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 		$578K Buy
22,795
+8,584
+60% +$218K 0.06% 169
2026
Q1 		$359K Buy
14,211
+12,603
+784% +$323K 0.04% 180
2025
Q4 		$41.1K Buy
+1,608
New +$41.2K ﹤0.01% 382

Other funds holding WCPB

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Toth Financial Advisory's WCPB Position: Q2 2026 in Review

Toth Financial Advisory increased its Weitz Core Plus Bond ETF (WCPB) stake by 60% in Q2 2026, buying an estimated $218K and bringing the position to 22,795 shares worth $578K. The position accounts for 0.06% of the portfolio, ranked #169.

Toth Financial Advisory first reported a position in WCPB in Q4 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold WCPB as of Q2 2026.

  • Toth Financial Advisory held 22,795 shares of Weitz Core Plus Bond ETF worth $578K as of Q2 2026.
  • Toth Financial Advisory bought 8,584 Weitz Core Plus Bond ETF shares in Q2 2026, an estimated $218K.
  • Weitz Core Plus Bond ETF made up 0.06% of Toth Financial Advisory's portfolio in Q2 2026, its #169 holding.
  • Toth Financial Advisory first reported a position in Weitz Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held Weitz Core Plus Bond ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.