WEITZ CORE PLUS BOND ETF (WCPB) Institutional Ownership and Insiders Activity
WEITZ CORE PLUS BOND ETF (WCPB) is widely held by institutional investors, with 21 firms reporting positions valued at approximately $160.77M based on SEC Form 13F filings for the quarter ended June 30, 2026.
New Perspectives, Inc is the largest disclosed holder, reporting approximately $78.38M in WCPB holdings in its latest filing.
Institutional Holders
21
Total Reported Value
$160.77M
Largest Holder
New Perspectives, Inc
Largest Position
$78.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
8
Funds Exiting Positions
2
Top Institutional Owners
View allInvestorReported Balance
- New Perspectives, Inc$78.38M
- Smi Advisory Services, Llc$21.44M
- Clear Trail Advisors, Llc$16.31M
- Pfw Advisors Llc$8.69M
- Stapp Wealth Management, Pllc$8.21M