WCPB NORTHERN LTS FD TR II
FollowWEITZ CORE PLUS (fund)
9 managers (9 13F filers) reported a position in WCPB shares at 2025-12-31, 3,881,054 shares in all. 6 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 6
- Added
- 2
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 3,881,054
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| New Perspectives, Inc | 2,779,313 | $71M | 24.61% | +2,210,590 | 13F-HRTimeline |
| SMI Advisory Services, LLC | 725,613 | $18.6M | 3.21% | new | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 185,419 | $4.74M | 0.05% | new | 13F-HRTimeline |
| Sigma Planning Corp | 125,785 | $3.21M | 0.09% | +6,627 | 13F-HRTimeline |
| RAINIER FAMILY WEALTH INC | 20,466 | $523K | 0.39% | new | 13F-HRTimeline |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 19,600 | $501K | <0.01% | new | 13F-HR/ATimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 12,301 | $314K | <0.01% | -16,385 | 13F-HRTimelineGroup |
| COMMONWEALTH EQUITY SERVICES, LLC | 10,949 | $280K | <0.01% | new | 13F-HRTimeline |
| TOTH FINANCIAL ADVISORY CORP | 1,608 | $41.1K | <0.01% | new | 13F-HRTimeline |