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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.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

67% more funds holding

Funds holding: 9 → 15 (+6)

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
+6
Holders Change %
+66.67%
% of All Funds
0.18%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
7
Increased
7
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CTA
Clear Trail Advisors
Texas
+$14.9M
2
PA
PFW Advisors
Georgia
+$8.52M
3
SWM
Stapp Wealth Management
Washington
+$8.22M
4
SAS
SMI Advisory Services
Indiana
+$2.26M
5
NPI
New Perspectives Inc
Mississippi
+$2.24M

Top Sellers

1
Jane Street
Jane Street
New York
-$314K
2
FFA
Farther Finance Advisors
California
-$127K
Name Holding Trade Value Shares
Change 		Change in
Stake
NPI
1
New Perspectives Inc
Mississippi
$72.5M +$2.24M +87,628 +3%
SAS
2
SMI Advisory Services
Indiana
$20.6M +$2.26M +88,437 +12%
CTA
3
Clear Trail Advisors
Texas
$14.7M +$14.9M +582,927 New
PA
4
PFW Advisors
Georgia
$8.41M +$8.52M +332,721 New
SWM
5
Stapp Wealth Management
Washington
$8.12M +$8.22M +321,115 New
LA
6
LexAurum Advisors
Kansas
$4.88M +$4.94M +192,909 New
FFA
7
Farther Finance Advisors
California
$4.56M -$127K -4,943 -3%
SPC
8
Sigma Planning Corp
Michigan
$3.28M +$98.9K +3,862 +3%
RFW
9
Rainier Family Wealth
Washington
$2.11M +$1.61M +63,053 +308%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.59M +$1.61M +62,945 New
Goldman Sachs
11
Goldman Sachs
New York
$1.47M +$983K +38,411 +196%
TFA
12
Toth Financial Advisory
Virginia
$359K +$323K +12,603 +784%
TFM
13
Trademark Financial Management
Minnesota
$331K +$335K +13,094 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$322K +$46.1K +1,799 +16%
BIG
15
Brookwood Investment Group
Arizona
$234K +$237K +9,257 New
Jane Street
16
Jane Street
New York
– -$314K -12,301 Closed

WCPB Hedge Fund Activity: Q1 2026 in Review

15 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Weitz Core Plus Bond ETF (WCPB) for Q1 2026, worth a combined $144M — up 45% from $99.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WCPB positions and 1 closed out — a net gain of 6 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was Clear Trail Advisors, opening a new position worth an estimated $14.9M. The largest seller was Jane Street, exiting entirely with an estimated $314K sold.

  • 15 institutional investors held Weitz Core Plus Bond ETF (WCPB) as of Q1 2026, up from 9 in Q4 2025.
  • Funds reported $144M of Weitz Core Plus Bond ETF stock for Q1 2026, up 45% quarter-over-quarter.
  • 7 funds opened new Weitz Core Plus Bond ETF positions in Q1 2026 and 1 closed out, a net change of +6 holders.
  • The largest Weitz Core Plus Bond ETF buyer in Q1 2026 was Clear Trail Advisors, an estimated $14.9M added.
  • The largest Weitz Core Plus Bond ETF seller in Q1 2026 was Jane Street, an estimated $314K sold.

Based on aggregated 13F filings for Q1 2026.