WEITZ CORE PLUS BOND ETF (WCPB) Institutional Ownership and Insiders Activity
WEITZ CORE PLUS BOND ETF (WCPB) is widely held by institutional investors, with 25 firms reporting positions valued at approximately $162.96M based on SEC Form 13F filings for the quarter ended September 30, 2026.
New Perspectives, Inc is the largest disclosed holder, reporting approximately $77.73M in WCPB holdings in its latest filing.
Institutional Holders
25
Total Reported Value
$162.96M
Largest Holder
New Perspectives, Inc
Largest Position
$77.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
8
Funds Exiting Positions
2
Top Institutional Owners
View allInvestorReported Balance
- New Perspectives, Inc$77.73M
- Smi Advisory Services, Llc$21.42M
- Clear Trail Advisors, Llc$15.68M
- Pfw Advisors Llc$8.54M
- Stapp Wealth Management, Pllc$7.82M