WCPB NORTHERN LTS FD TR II
FollowWEITZ CORE PLUS (fund)
Filings received so far for Q3 2026: 6 13F filers report a position in WCPB shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| New Perspectives, Inc | 3,209,993 | $77.7M | 23.62% | +118,011 | 13F-HRTimeline |
| SMI Advisory Services, LLC | 881,541 | $21.4M | 3.42% | +36,302 | 13F-HRTimeline |
| PFW Advisors LLC | 352,818 | $8.54M | 2.54% | +10,027 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 204,500 | $4.95M | 0.04% | +18,724 | 13F-HRTimeline |
| TOTH FINANCIAL ADVISORY CORP | 32,173 | $779K | 0.08% | +9,378 | 13F-HRTimeline |
| EASTERN BANK | 3,000 | $72.6K | <0.01% | +1,000 | 13F-HRTimeline |