NORTHERN LTS FD TR II - WEITZ CORE PLUS (WCPB) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2025 to Q4 2025

Type / Class
Equity / WEITZ CORE PLUS
Symbol
WCPB
Price per share
$25.62
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
3,881,054
Total reported value
$99,230,963
% of total 13F portfolios
0%
Share change
+3,164,487
Value change
+$80,929,834
Number of holders
9
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 9 institutional investors reported holding 3,881,054 shares of NORTHERN LTS FD TR II - WEITZ CORE PLUS (WCPB).

Institutional Holders of NORTHERN LTS FD TR II - WEITZ CORE PLUS (WCPB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 3,881,054 $99,230,963 +$80,929,834 $25.54 9
2025 Q3 716,567 $18,243,865 +$18,243,865 $25.46 3