WCPB Institutional Ownership & Shareholders
WEITZ CORE PLUS BOND ETF (WCPB) is currently held by 23 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $160.58M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
New Perspectives, Inc is currently the largest disclosed institutional shareholder of WCPB tracked by InsiderSet, reporting ownership valued at approximately $77.73M in its September 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 $79.19M, representing an estimated gain of +1.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% 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
23
Total Reported Value
$160.58M
Largest Holder
New Perspectives, Inc
Largest Position
$77.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
30
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| New Perspectives, Inc | 23.62% | 3,209,993 | $77,729,980 | $79,190,527 | +$1,460,547 | +1.88% | |
| Smi Advisory Services, Llc | 3.42% | 881,541 | $21,415,816 | $21,747,616 | +$331,800 | +1.55% | |
| Clear Trail Advisors, Llc | 2.39% | 647,625 | $15,682,241 | $15,976,909 | +$294,668 | +1.88% | |
| Pfw Advisors Llc | 2.54% | 352,818 | $8,543,488 | $8,704,020 | +$160,532 | +1.88% | |
| Stapp Wealth Management, Pllc | 10.12% | 322,748 | $7,815,336 | $7,962,193 | +$146,857 | +1.88% | |
| Lexaurum Advisors, Llc | 0.74% | 273,939 | $6,633,426 | $6,758,075 | +$124,649 | +1.88% | |
| Integrated Wealth Concepts Llc | 0.03% | 205,416 | $5,207,296 | $5,067,613 | -$139,683 | -2.68% | |
| Farther Finance Advisors, Llc | 0.04% | 204,500 | $4,951,968 | $5,045,015 | +$93,047 | +1.88% | |
| Lpl Financial Llc | 0.00% | 152,108 | $3,683,302 | $3,752,504 | +$69,202 | +1.88% | |
| Sigma Planning Corp | 0.09% | 139,428 | $3,376,240 | $3,439,689 | +$63,449 | +1.88% | |
| Newedge Advisors, Llc | 0.01% | 106,048 | $2,688,320 | $2,616,204 | -$72,116 | -2.68% | |
| Rainier Family Wealth Inc | 1.36% | 109,735 | $2,657,239 | $2,707,162 | +$49,923 | +1.88% | |
| Fortis Group Advisors, Llc | 0.36% | 90,093 | $2,220,800 | $2,222,594 | +$1,794 | +0.08% | |
| Laurel Wealth Planning Llc | 0.58% | 55,080 | $1,333,763 | $1,358,824 | +$25,061 | +1.88% | |
| Commonwealth Equity Services, Llc | 0.00% | 38,354 | $928,750 | $946,193 | +$17,443 | +1.88% | |
| Toth Financial Advisory Corp | 0.08% | 32,173 | $779,059 | $793,708 | +$14,649 | +1.88% | |
| Morey & Quinn Wealth Partners, Llc | 0.49% | 30,832 | $746,597 | $760,625 | +$14,028 | +1.88% | |
| Trademark Financial Management, Llc | 0.25% | 25,068 | $607,022 | $618,428 | +$11,406 | +1.88% | |
| Citadel Advisors Llc | 0.00% | 20,906 | $529,967 | $515,751 | -$14,216 | -2.68% | |
| Aviso Wealth Management | 0.18% | 18,984 | $459,705 | $468,335 | +$8,630 | +1.88% | |
| Brookwood Investment Group Llc | 0.04% | 12,057 | $305,645 | $297,446 | -$8,199 | -2.68% | |
| Flow Traders U.S. Llc | 0.01% | 11,760 | $298,000 | $290,119 | -$7,881 | -2.64% | |
| Montag A & Associates Inc | 0.01% | 6,445 | $156,753 | $158,998 | +$2,245 | +1.43% | |
| Eastern Bank | 0.00% | 3,000 | $72,645 | $74,010 | +$1,365 | +1.88% | |
| Ubs Group Ag | 0.00% | 814 | $20,635 | $20,081 | -$554 | -2.68% | |
| Abound Wealth Management | 0.00% | 800 | $19,372 | $19,736 | +$364 | +1.88% | |
| M Holdings Securities, Inc. | 0.06% | 36,595 | $903 | $902,799 | +$901,896 | +99877.70% |
Frequently asked questions about WCPB
Who are the largest institutional holders of WCPB?
The largest institutional holders of WCPB reported in the latest SEC Form 13F filings include New Perspectives, Inc, Smi Advisory Services, Llc, Clear Trail Advisors, Llc, Pfw Advisors Llc, and Stapp Wealth Management, Pllc. InsiderSet ranks institutional holders by their latest reported WCPB position.
What is WCPB institutional ownership?
This page tracks WCPB positions reported by institutional investment managers through SEC Form 13F. WEITZ CORE PLUS BOND ETF (WCPB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WCPB?
InsiderSet currently tracks 23 institutional managers reporting WCPB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WCPB shareholders.
How much WCPB stock do institutions own?
Institutional investment managers disclosed approximately $160.58M in WCPB holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WCPB institutional ownership last updated?
The latest WCPB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WCPB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WCPB position after the reporting date.
Are institutions buying or selling WCPB?
Institutional buying and selling can be analyzed by comparing WCPB positions across consecutive 13F reporting periods. InsiderSet's WCPB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WCPB ownership changes.
How has WCPB institutional ownership changed over time?
InsiderSet tracks WCPB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.