WEITZ CORE PLUS BOND ETF (WCPB) Institutional Ownership Changes & 13F Activity
WEITZ CORE PLUS BOND ETF (WCPB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include New Perspectives, Inc, Integrated Wealth Concepts Llc, Newedge Advisors, Llc, Hightower Advisors, Llc, and Clear Trail Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +205,416 | — | 205,416 | $5.21M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +20,906 | — | 20,906 | $529.97K | Q2 2026 | Sep 02, 2026 |
| Flow Traders U.S. Llc | Buy | +11,760 | — | 11,760 | $298.00K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +814 | — | 814 | $20.64K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +106,048 | — | 106,048 | $2.69M | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | Sell | -8,763 | -6.8% | 120,884 | $3.06M | Q2 2026 | Aug 07, 2026 |
| Aviso Wealth Management | Buy | +13,238 | — | 13,238 | $335.58K | Q2 2026 | Aug 05, 2026 |
| Commonwealth Equity Services, Llc | Buy | +2,044 | +16.0% | 14,792 | $374.98K | Q2 2026 | Jul 29, 2026 |
| Morey & Quinn Wealth Partners, Llc | Buy | +16,619 | — | 16,619 | $421.29K | Q2 2026 | Jul 27, 2026 |
| Trademark Financial Management, Llc | Buy | +5,413 | +41.3% | 18,507 | $469.15K | Q2 2026 | Jul 27, 2026 |
| Brookwood Investment Group Llc | Buy | +2,800 | +30.2% | 12,057 | $305.64K | Q2 2026 | Jul 23, 2026 |
| New Perspectives, Inc | Buy | +225,041 | +7.8% | 3,091,982 | $78.38M | Q2 2026 | Jul 22, 2026 |
| Stapp Wealth Management, Pllc | Buy | +2,925 | +0.9% | 324,040 | $8.21M | Q2 2026 | Jul 22, 2026 |
| Clear Trail Advisors, Llc | Buy | +60,480 | +10.4% | 643,407 | $16.31M | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, Llc | Buy | +5,300 | +2.9% | 185,776 | $4.71M | Q2 2026 | Jul 17, 2026 |
| Lexaurum Advisors, Llc | Buy | +59,340 | +30.8% | 252,249 | $6.39M | Q2 2026 | Jul 15, 2026 |
| Rainier Family Wealth Inc | Buy | +6,779 | +8.1% | 90,298 | $2.29M | Q2 2026 | Jul 15, 2026 |
| Toth Financial Advisory Corp | Buy | +8,584 | +60.4% | 22,795 | $577.84K | Q2 2026 | Jul 14, 2026 |
| Pfw Advisors Llc | Buy | +10,070 | +3.0% | 342,791 | $8.69M | Q2 2026 | Jul 13, 2026 |
| Smi Advisory Services, Llc | Buy | +31,189 | +3.8% | 845,239 | $21.44M | Q2 2026 | Jul 09, 2026 |
| Eastern Bank | Buy | +2,000 | — | 2,000 | $50.70K | Q2 2026 | Jul 01, 2026 |
| Goldman Sachs Group Inc | Sell | -58,011 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Hightower Advisors, Llc | Sell | -62,945 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about WCPB activity
Which institutional owners are buying WCPB?
Institutional owners buying WCPB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in WCPB activity?
"Buy" means an investor increased their reported position in WCPB compared to the prior reporting period. This reflects growing exposure to WEITZ CORE PLUS BOND ETF (WCPB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in WCPB increasing?
Institutional interest in WCPB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.