Who owns WCPB?
Weitz Core Plus Bond ETF · Weitz
23 institutions reported holding WCPB, worth $165.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of WCPB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| New Perspectives, Inc | Tougaloo, MS | $78.4M | 3,091,982 | +225,041 shares |
| SMI Advisory Services, LLC | Columbus, IN | $21.4M | 845,239 | +31,189 shares |
| Clear Trail Advisors, LLC | Houston, TX | $16.3M | 643,407 | +60,480 shares |
| PFW Advisors LLC | Atlanta, GA | $8.7M | 342,791 | +10,070 shares |
| Stapp Wealth Management, PLLC | Olympia, WA | $8.2M | 324,040 | +2,925 shares |
| LexAurum Advisors, LLC | Overland Park, KS | $6.4M | 252,249 | +59,340 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $5.2M | 205,416 | New position |
| Farther Finance Advisors, LLC | San Francisco, CA | $4.7M | 185,776 | +5,300 shares |
| HighTower Advisors, LLC | Chicago, IL | $3.2M | 124,381 | +61,436 shares |
| Sigma Planning Corp | Ann Arbor, MI | $3.1M | 120,884 | −8,763 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns WCPB?
23 institutional managers reported holding WCPB in Form 13F filings for June 30, 2026, worth $165.3M in total. The largest reported position was held by New Perspectives, Inc, at $78.4M.
Did institutions buy or sell WCPB last quarter?
Reported 13F value rose 15.2% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is WCPB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.