WEITZ CORE PLUS BOND ETF

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WCPB·664925880·US·ETF·Unknown - Unknown

WCPB (WEITZ CORE PLUS BOND ETF) is held by 7 institutional investors as of Q2 2026. Largest holders: Integrated Wealth Concepts LLC ($5.2M), Farther Finance Advisors, LLC ($4.7M), HighTower Advisors, LLC ($3.2M). Net institutional sentiment: Bullish.

7

Holders

$16.7M

Total Value

88% (8)

Consensus

7 buying - 1 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)34

Insider (Form 4)40

Activist (13D/13G)36

Congressional (STOCK Act)56

Holder Quality

59

★★★★★

Elite

51

★★★★

Strong

67

★★★

Solid

25

★★

Below

36

★

Weak

Held by 7 funds

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for WCPB.

Top Holders

Top Holders (7)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
IWIntegrated Wealth Concepts LLC	New	205,416	$5.2M	0.0%	-0.07%	37
Farther Finance Advisors, LLC	Increased	185,776(+2.9%)	$4.7M	0.0%	+1.52%	28
HighTower Advisors, LLC	Increased	124,381(+97.6%)	$3.2M	0.0%	+0.68%	42
NewEdge Advisors, LLC	New	106,048	$2.7M	0.0%	-0.07%	36
CITADEL ADVISORS LLC	New	20,906	$529,967	0.0%	-0.07%	34
COMMONWEALTH EQUITY SERVICES, LLC	Increased	14,792(+16.0%)	$374,980	0.0%	+1.32%	27
UBS Group AG	New	814	$20,635	0.0%	-0.07%	29
GOLDMAN SACHS GROUP INC	Exited	0(-100.0%)	$1.5M	0.0%	+1.54%	0

WCPBWEITZ CORE PLUS BOND ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer