§ EQUITY
USDWCPB
WEITZ CORE PLUS BOND ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
22 increased/new, 1 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| New Perspectives, Inc | 2.9M | 25.1% | +3% |
| SMI Advisory Services, LLC | 814K | 3.4% | +12% |
| Clear Trail Advisors, LLC | 583K | 2.5% | n/a |
| PFW Advisors LLC | 333K | 2.6% | n/a |
| STAPP WEALTH MANAGEMENT, PLLC | 321K | 10.4% | n/a |
| LexAurum Advisors, LLC | 193K | 0.6% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for WCPB as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER99.0% · 14 holders
DEALER / BANK1.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for WCPB in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention WCPB yet.