Weitz Core Plus Bond ETF (WCPB)

ETF ยท NYSE Arca

Weitz Core Plus Bond ETF (WCPB) is an exchange-traded fund listed on NYSE Arca, where it has traded since August 12, 2025.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
August 12, 2025

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 22 institutions reported holding WCPB, with 6.4 million shares worth $162.2 million in aggregate. The largest reported holder was New Perspectives, with 3.1 million shares worth $78.4 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.

InstitutionSharesValueQuarter change
New Perspectives3,091,982$78MAdded 7.85%
Smi Advisory Services845,239$21MAdded 3.83%
Clear Trail Advisors643,407$16MAdded 10.38%
Pfw Advisors342,791$9MAdded 3.03%
Stapp Wealth Management, Pllc324,040$8MAdded 0.91%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is WCPB?

Weitz Core Plus Bond ETF (WCPB) is an exchange-traded fund listed on NYSE Arca, where it has traded since August 12, 2025.

Who are the largest institutional holders of WCPB?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of WCPB were New Perspectives, Smi Advisory Services and Clear Trail Advisors.

How many institutions own WCPB?

22 institutions reported a position in WCPB for the quarter ended June 30, 2026, worth $162.2 million in total.

Did institutions buy or sell WCPB last quarter?

Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for WCPB.

Every reported institutional holder, plus insider and congressional trades in WCPB, on SentiSense.