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WCPB NORTHERN LTS FD TR II

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WEITZ CORE PLUS (fund)

15 managers (15 13F filers) reported a position in WCPB shares at 2026-03-31, 5,674,571 shares in all. 6 filers opened a position and 1 filer sold out during the quarter.

Managers
15
13F filers
15
New
6
Added
7
Reduced
1
Sold out
1
Shares held by filers
5,674,571

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
New Perspectives, Inc2,866,941$72.5M25.11%+87,62813F-HRTimeline
SMI Advisory Services, LLC814,050$20.6M3.4%+88,43713F-HRTimeline
Clear Trail Advisors, LLC582,927$14.7M2.45%new13F-HRTimeline
PFW Advisors LLC332,721$8.41M2.65%new13F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC321,115$8.12M10.37%new13F-HRTimeline
LexAurum Advisors, LLC192,909$4.88M0.63%13F-HRTimeline
Farther Finance Advisors, LLC180,476$4.56M0.04%-4,94313F-HRTimeline
Sigma Planning Corp129,647$3.28M0.09%+3,86213F-HRTimeline
RAINIER FAMILY WEALTH INC83,519$2.11M1.42%+63,05313F-HRTimeline
HighTower Advisors, LLC62,945$1.59M<0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC58,011$1.47M<0.01%+38,41113F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP14,211$359K0.04%+12,60313F-HRTimeline
Trademark Financial Management, LLC13,094$331K0.16%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,748$322K<0.01%+1,79913F-HRTimeline
Brookwood Investment Group LLC9,257$234K0.03%new13F-HRTimeline