Weitz Core Plus Bond ETF (WCPB)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No collected fundamentals to build a valuation model.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 15 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders15of 5,944

Avg: 68

Uncrowded73th percentileCrowded

Institutional Activity

Buy/Sell Ratio7x

50th percentile

14 buying2 selling

+7

New

-1

Closed

+1.8M

Net shares

Ownership Concentration

Top 5: 86.7%Top 10: 98.1%

New Perspectives,50.5%

SMI Advisory Services,14.3%

Clear Trail Advisors,10.3%

PFW Advisors5.9%

STAPP WEALTH MANAGEMENT, PLLC5.7%

Others (10)13.3%

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Institutional Trends (3 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 1.94%Avg weight: 4.62%Max: 25.11%High conviction (>1%): 6

New Perspectives,

SMI Advisory Services,

Clear Trail Advisors,

PFW Advisors

STAPP WEALTH MANAGEMENT, PLLC

LexAurum Advisors,

Farther Finance Advisors,

Sigma Planning

RAINIER FAMILY WEALTH

HighTower Advisors,

Ownership Map

Top 15 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 15 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Crowding AnalysisModerate

Holders15of 5,944

Avg: 68

Uncrowded73th percentileCrowded

Institutional Activity

Buy/Sell Ratio7x

50th percentile

14 buying2 selling

+7

New

-1

Closed

+1.8M

Net shares

Ownership Concentration

Top 5: 86.7%Top 10: 98.1%

New Perspectives,50.5%

SMI Advisory Services,14.3%

Clear Trail Advisors,10.3%

PFW Advisors5.9%

STAPP WEALTH MANAGEMENT, PLLC5.7%

Others (10)13.3%

Crowding AnalysisModerate

Holders15of 5,944

Avg: 68

Uncrowded73th percentileCrowded

Institutional Activity

Buy/Sell Ratio7x

50th percentile

14 buying2 selling

+7

New

-1

Closed

+1.8M

Net shares

Ownership Concentration

Top 5: 86.7%Top 10: 98.1%

New Perspectives,50.5%

SMI Advisory Services,14.3%

Clear Trail Advisors,10.3%

PFW Advisors5.9%

STAPP WEALTH MANAGEMENT, PLLC5.7%

Others (10)13.3%