WEITZ CORE PLUS BOND ETF (WCPB) Institutional Shareholders
WEITZ CORE PLUS BOND ETF (WCPB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $160.77M in WCPB holdings during the latest filing period.
New Perspectives, Inc is currently the largest disclosed institutional shareholder of WCPB tracked by InsiderSet, reporting ownership valued at approximately $78.38M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $76.46M, representing an estimated loss of -2.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed WCPB value among the investors covered in this analysis. Major shareholders include New Perspectives, Inc, Smi Advisory Services, Llc, Clear Trail Advisors, Llc, and several other long-term asset managers with concentrated positions in WEITZ CORE PLUS BOND ETF (WCPB).
This page ranks the largest institutional WCPB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
24
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| New Perspectives, Inc | 24.05% | 3,091,982 | $78,381,744 | $76,464,715 | -$1,917,029 | -2.45% | |
| Smi Advisory Services, Llc | 3.47% | 845,239 | $21,435,258 | $20,902,760 | -$532,498 | -2.48% | |
| Clear Trail Advisors, Llc | 2.49% | 643,407 | $16,310,379 | $15,911,455 | -$398,924 | -2.45% | |
| Pfw Advisors Llc | 2.53% | 342,791 | $8,689,752 | $8,477,221 | -$212,531 | -2.45% | |
| Stapp Wealth Management, Pllc | 10.73% | 324,040 | $8,214,425 | $8,013,509 | -$200,916 | -2.45% | |
| Lexaurum Advisors, Llc | 0.74% | 252,249 | $6,394,512 | $6,238,118 | -$156,394 | -2.45% | |
| Integrated Wealth Concepts Llc | 0.03% | 205,416 | $5,207,296 | $5,079,938 | -$127,358 | -2.45% | |
| Farther Finance Advisors, Llc | 0.04% | 185,776 | $4,709,422 | $4,594,240 | -$115,182 | -2.45% | |
| Sigma Planning Corp | 0.08% | 120,884 | $3,064,398 | $2,989,461 | -$74,937 | -2.45% | |
| Newedge Advisors, Llc | 0.01% | 106,048 | $2,688,320 | $2,622,567 | -$65,753 | -2.45% | |
| Rainier Family Wealth Inc | 1.30% | 90,298 | $2,289,063 | $2,233,070 | -$55,993 | -2.45% | |
| Toth Financial Advisory Corp | 0.06% | 22,795 | $577,844 | $563,720 | -$14,124 | -2.44% | |
| Citadel Advisors Llc | 0.00% | 20,906 | $529,967 | $517,005 | -$12,962 | -2.45% | |
| Trademark Financial Management, Llc | 0.19% | 18,507 | $469,152 | $457,678 | -$11,474 | -2.45% | |
| Morey & Quinn Wealth Partners, Llc | 0.27% | 16,619 | $421,292 | $410,988 | -$10,304 | -2.45% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,792 | $374,980 | $365,806 | -$9,174 | -2.45% | |
| Aviso Wealth Management | 0.11% | 13,238 | $335,583 | $327,376 | -$8,207 | -2.45% | |
| Brookwood Investment Group Llc | 0.04% | 12,057 | $305,645 | $298,170 | -$7,475 | -2.45% | |
| Flow Traders U.S. Llc | 0.01% | 11,760 | $298,000 | $290,825 | -$7,175 | -2.41% | |
| Eastern Bank | 0.00% | 2,000 | $50,700 | $49,460 | -$1,240 | -2.45% | |
| Ubs Group Ag | 0.00% | 814 | $20,635 | $20,130 | -$505 | -2.45% |
Frequently asked questions about WCPB
Who owns the most WCPB stock?
The largest holders of WCPB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WEITZ CORE PLUS BOND ETF (WCPB).
Is WCPB widely held by superinvestors?
Many widely followed stocks like WCPB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly WCPB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.