TFM
WCPB

Trademark Financial Management’s Weitz Core Plus Bond ETF WCPB Stock Holding History

Trademark Financial 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 		$469K Buy
18,507
+5,413
+41% +$137K 0.19% 75
2026
Q1 		$331K Buy
+13,094
New +$335K 0.16% 83

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

Trademark Financial Management's WCPB Position: Q2 2026 in Review

Trademark Financial Management increased its Weitz Core Plus Bond ETF (WCPB) stake by 41% in Q2 2026, buying an estimated $137K and bringing the position to 18,507 shares worth $469K. The position accounts for 0.19% of the portfolio, ranked #75.

Trademark Financial 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.

  • Trademark Financial Management held 18,507 shares of Weitz Core Plus Bond ETF worth $469K as of Q2 2026.
  • Trademark Financial Management bought 5,413 Weitz Core Plus Bond ETF shares in Q2 2026, an estimated $137K.
  • Weitz Core Plus Bond ETF made up 0.19% of Trademark Financial Management's portfolio in Q2 2026, its #75 holding.
  • Trademark Financial 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 Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.