Skip to content

WCPB NORTHERN LTS FD TR II

Follow

WEITZ CORE PLUS (fund)

23 managers (23 13F filers) reported a position in WCPB shares at 2026-06-30, 6,520,574 shares in all. 8 filers opened a position and 1 filer sold out during the quarter.

Managers
23
13F filers
23
New
8
Added
13
Reduced
1
Sold out
1
Shares held by filers
6,520,574

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
New Perspectives, Inc3,091,982$78.4M24.05%+225,04113F-HRTimeline
SMI Advisory Services, LLC845,239$21.4M3.47%+31,18913F-HRTimeline
Clear Trail Advisors, LLC643,407$16.3M2.49%+60,48013F-HRTimeline
PFW Advisors LLC342,791$8.69M2.53%+10,07013F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC324,040$8.21M10.73%+2,92513F-HRTimeline
LexAurum Advisors, LLC252,249$6.39M0.74%+59,34013F-HRTimeline
Integrated Wealth Concepts LLC205,416$5.21M0.03%new13F-HRTimeline
Farther Finance Advisors, LLC185,776$4.71M0.04%+5,30013F-HRTimeline
HighTower Advisors, LLC124,381$3.15M<0.01%+61,43613F-HRTimeline
Sigma Planning Corp120,884$3.06M0.08%-8,76313F-HRTimeline
NewEdge Advisors, LLC106,048$2.69M0.01%new13F-HRTimeline
RAINIER FAMILY WEALTH INC90,298$2.29M1.3%+6,77913F-HRTimeline
Global Retirement Partners, LLC54,575$1.38M0.02%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP22,795$578K0.06%+8,58413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,906$530K<0.01%new13F-HRTimelineGroup
Trademark Financial Management, LLC18,507$469K0.19%+5,41313F-HRTimeline
Morey & Quinn Wealth Partners, LLC16,619$421K0.27%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,792$375K<0.01%+2,04413F-HRTimeline
AVISO WEALTH MANAGEMENT13,238$336K0.11%new13F-HRTimeline
Brookwood Investment Group LLC12,057$306K0.04%+2,80013F-HRTimeline
FLOW TRADERS U.S. LLC11,760$298K0.01%new13F-HRTimeline
EASTERN BANK2,000$50.7K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG814$20.6K<0.01%new13F-HRTimelineGroup