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Weitz Short Duration Bond ETF
WSDB performance and flow charts
Performance
Flows
Historic performance and flows
Data as of September 17, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -0.45% | +0.12% | ||||
| Flows | - | +$2M | - | - | - | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | Weitz Investment Management |
| N° of holdings | 72 |
| Dividend policy | Distributing |
| Inception date | March 31, 2026 |
| ESG | No |
More data and info about WSDB on Trackinsight
Exposure
Data as of July 31, 2026Diversification
Total weight of top 15 holdings out of 72
Top 15 Holdings
Sectors
Countries
Maturity
Credit rating
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +1.43% | |||
Max drawdown | -0.77% | |||
Max drawdown duration | 23d | N/A | N/A | N/A |
Time to recover | N/A | N/A | N/A | N/A |
What type of ETF is WSDB?
WSDB is a Active ETF that provides exposure to Fixed Income assets. It is managed by Weitz Investment Management.
What does WSDB invest in?
This ETF provides exposure to Investment Grade Aggregate Bonds. It is part of the segment: US Aggregate Bonds.
What is the expense ratio of WSDB?
The total expense ratio (TER) of WSDB is 0.79%, representing the annual fee charged by the fund manager.
When was WSDB launched?
WSDB was launched on March 31, 2026, marking its entry into the ETF market.
Who is the issuer of WSDB?
WSDB is issued by Weitz Investment Management.
What is the AUM of WSDB?
As of September 17, 2026, WSDB manages $7.42 M, reflecting the total assets held in the fund.
How many holdings are in WSDB
As of July 31, 2026, WSDB holds 72 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is WSDB?
As of July 31, 2026, WSDB holds 72 securities, with 53.96% of its assets concentrated in its top 15 holdings.
What are the top holdings of WSDB?
As of July 31, 2026, WSDB holds a portfolio of 72 underlyings, with its largest positions including USA, Bills 0% 1oct2026, USD (364D), USA, Notes 3.5% 30sep2026, USD (BH-2026) and USA, Notes 4% 31jan2031, USD (G-2031). These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does WSDB invest in?
As of July 31, 2026, WSDB has its largest geographic exposures in USA.
What sectors or themes does WSDB focus on?
As of July 31, 2026, WSDB is primarily exposed to Sovereign.
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