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WCPB

WCPB 13F Investor Activity Report

Weitz Core Plus Bond ETF

+$44.3M

Net Activity

Institutions Holding

15

Popularity Rank

#8880

Avg Weight

3.09%

Total Value

$143.5M

Ownership Trend

15 institutions currently hold WCPB, with 14 net buyers and 2 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

2

Net Buying Institutions

14

Key Holders

Key Holders

Top 5 by Value

NP
New Perspectives, Inc
$72.5M
SA
SMI Advisory Services, LLC
$20.6M
CT
Clear Trail Advisors, LLC
$14.7M
PA
PFW Advisors LLC
$8.4M
SW
Stapp Wealth Management, Pllc
$8.1M

Top 5 by Conviction

NP
New Perspectives, Inc
25.11%
SW
Stapp Wealth Management, Pllc
10.37%
SA
SMI Advisory Services, LLC
3.40%
PA
PFW Advisors LLC
2.65%
CT
Clear Trail Advisors, LLC
2.45%
View all 15 holding institutions

Across its top 15 institutional holders, WCPB's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 15/100, avg. turnover score 28/100).

Quarterly Activity

Recent Activity

+$139.0M

Total Buy Value

$5.0M

Total Sell Value

New buy7
Trim1
Add7
Sold out1

14

Net Buyers

2

Net Sellers

Smart Money Convergence

WCPB does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

664925880

FAQ

Who are the top institutional investors holding WEITZ CORE PLUS BOND ETF (WCPB)?
Major stakeholders currently include New Perspectives, Inc ($72.5M), SMI Advisory Services, LLC ($20.6M), Clear Trail Advisors, LLC ($14.7M). Based on the latest 13F filings, there are a total of 15 tracked investment funds and institutions maintaining positions in WCPB.
What is the overall institutional sentiment toward WCPB recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $44.3M, driven by 14 managers accumulating shares while 2 reduced their exposure.
Which institutions have been selling or reducing their WCPB positions?
In the latest period, 1 funds trimmed their holdings, and 1 managers completely exited their positions. The aggregate reported sell value was $5.0M.
Are there any notable investors adding WCPB to their portfolios?
Yes, buying activity remains notable. 7 institutions opened new positions in {ticker}, and 7 existing holders added to their shares. The total reported buy value for the quarter amounted to $139.0M.

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