WCPB

Weitz Core Plus Bond ETF

$25.52

+0.00%

Market closed. Last update: 10:53 PM ET

📎 Investment Objective

The Weitz Core Plus Bond ETF (WCPB) seeks to provide a high level of current income consistent with the preservation of capital.

Overview

ETF tracking Weitz Core Plus Bond ETF

Category Fixed Income

Issuer Other

Inception Date 2025-08-13

Market Cap $14.0M

Average Volume N/A

Dividend Yield 0.55%

52-Week Range $25.00 - $25.84

VWAP $25.52

Performance

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Investment Summary

📎 Investment Objective

The Weitz Core Plus Bond ETF (WCPB) seeks to provide a high level of current income consistent with the preservation of capital.

🎯 Investment Strategy

The ETF invests primarily in a diversified portfolio of fixed-income securities, including U.S. government and agency securities, corporate bonds, mortgage-backed securities, and other asset-backed securities. The fund manager uses a bottom-up, value-oriented approach to security selection, focusing on high-quality issuers with the potential for attractive risk-adjusted returns.

✨ Key Features

Broad exposure to the U.S. fixed-income market, including government, corporate, and securitized bonds
Actively managed portfolio aimed at generating consistent income and preserving capital
Low expense ratio of 0.00%
Relatively new ETF with limited performance history

⚠️ Primary Risks

Interest rate risk: The value of the fund's holdings may decline when interest rates rise
Credit risk: The fund is exposed to the risk of default or downgrade of the bonds it holds
Liquidity risk: Some of the fund's holdings may be less liquid, which could impact the fund's ability to sell them at favorable prices
Reinvestment risk: When interest rates decline, the fund may have to reinvest coupon payments or proceeds from maturing bonds at lower yields

👤 Best For

The Weitz Core Plus Bond ETF may be suitable for investors seeking a diversified fixed-income investment that aims to provide a high level of current income while preserving capital. It may be appropriate as a core bond allocation within a broader investment portfolio.