WCPB

Weitz Core Plus Bond ETF
WCPB

15 hedge funds and large institutions have $144M invested in Weitz Core Plus Bond ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10: →

more funds holding

Funds holding: →

45% more capital invested

Capital invested by funds: $99.2M → $144M (+$44.3M)

2.99% more ownership

Funds ownership: 81.71% → 84.7% (+3%)

Holders
15
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$14.9M
2
+$8.52M
3
+$8.22M
4
SAS
SMI Advisory Services
Indiana
+$2.26M
5
NPI
New Perspectives Inc
Mississippi
+$2.24M

Top Sellers

1
-$314K
2
-$127K
Name Holding Trade Value Shares
Change 		Change in
Stake
NPI
1
New Perspectives Inc
Mississippi
$72.5M
SAS
2
SMI Advisory Services
Indiana
$20.6M
CTA
3
Clear Trail Advisors
Texas
$14.7M
PA
4
PFW Advisors
Georgia
$8.41M
SWM
5
Stapp Wealth Management
Washington
$8.12M
LA
6
LexAurum Advisors
Kansas
$4.88M
FFA
7
Farther Finance Advisors
California
$4.56M
SPC
8
Sigma Planning Corp
Michigan
$3.28M
RFW
9
Rainier Family Wealth
Washington
$2.11M
HighTower Advisors
10
HighTower Advisors
Illinois
$1.59M
Goldman Sachs
11
Goldman Sachs
New York
$1.47M
TFA
12
Toth Financial Advisory
Virginia
$359K
TFM
13
Trademark Financial Management
Minnesota
$331K
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$322K
BIG
15
Brookwood Investment Group
Arizona
$234K
Jane Street
16
Jane Street
New York
–