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Weitz Core Plus Bond ETF
Trading data
WCPB performance and flow charts
Performance
Flows
Historic performance and flows
Data as of March 10, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -0.22% | +1.39% | +0.99% | |||
| Flows | +$17M | +$74M | +$38M | - | - | - |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +2.70% | |||
Max drawdown | -0.85% | |||
Max drawdown duration | 9d | N/A | N/A | N/A |
Time to recover | N/A | N/A | N/A | N/A |
Exposure
Data as of January 31, 2026Countries
Sectors
Maturity
Credit rating
Diversification
Total weight of top 15 holdings out of 93
Top 15 Holdings
Characteristics
This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Provider | Weitz Investment Management |
| N° of holdings | 93 |
| Dividend policy | Distributing |
| Inception date | August 13, 2025 |
| ESG | No |
What type of ETF is WCPB?
WCPB is a Active ETF that provides exposure to Fixed Income assets. It is managed by Weitz Investment Management.
What does WCPB invest in?
This ETF provides exposure to Investment Grade Aggregate Bonds. It is part of the segment: Intl IG Bonds.
What is the expense ratio of WCPB?
The total expense ratio (TER) of WCPB is 0.78%, representing the annual fee charged by the fund manager.
When was WCPB launched?
WCPB was launched on August 13, 2025, marking its entry into the ETF market.
Who is the issuer of WCPB?
WCPB is issued by Weitz Investment Management.
What is the AUM of WCPB?
As of March 10, 2026, WCPB manages $164.35 M, reflecting the total assets held in the fund.
How has WCPB performed recently?
As of March 10, 2026, WCPB delivered a return of -0.22% over the past month (1M performance), 1.39% over the past three months (3M), and 0.99% year-to-date (YTD).
What are the recent fund flows for WCPB?
As of March 10, 2026, WCPB has seen net flows of +$17M in the past month (1M flow) and +$38M year-to-date (YTD).
How many holdings are in WCPB
As of January 31, 2026, WCPB holds 93 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is WCPB?
As of January 31, 2026, WCPB holds 93 securities, with 46.38% of its assets concentrated in its top 15 holdings.
What are the top holdings of WCPB?
As of January 31, 2026, WCPB holds a portfolio of 93 underlyings, with its largest positions including USA, Bonds 4.375% 15may2040, USD, USA, Bonds 4.25% 15nov2040, USD and USA, Bonds 4.625% 15nov2044, USD. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does WCPB invest in?
As of January 31, 2026, WCPB has its largest geographic exposures in USA.
What sectors or themes does WCPB focus on?
As of January 31, 2026, WCPB is primarily exposed to Sovereign and Other sectors.
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