Weitz Core Plus Bond ETF (WCPB) Reaches $100 Million Milestone in Under Five Months

OMAHA, Neb.--(BUSINESS WIRE)--Weitz Investment Management, Inc. (“Weitz”) today announced that the Weitz Core Plus Bond ETF (WCPB) has surpassed $100 million in assets under management, a notable milestone for actively managed exchange-traded funds. Since launching on August 12, 2025, assets have continued to grow and now stand at nearly $140 million, reflecting steady advisor adoption and engagement.

The Core Plus Bond ETF extends Weitz’s established fixed income platform into the ETF structure, offering advisors access to the firm’s disciplined, research-driven, actively managed investment approach with the flexibility and transparency of an exchange-traded fund.

“Crossing the $100 million mark is an important indicator of scale for an ETF and reaching it in less than five months is encouraging,” said Lori Dorsey, Chief Client Officer at Weitz. “The continued growth beyond that milestone reflects confidence in our fixed income team and in the consistency of our investment process across structures.”

A Deep and Established Actively Managed Fixed Income Franchise

Across its actively managed mutual funds and ETFs, Weitz manages $5.6 billion in fixed income assets, reflecting decades of experience navigating a wide range of interest rate, credit, and market environments.

The firm’s fixed income platform includes the Core Plus Income Fund (WCPBX), Short Duration Income Fund (WEFIX), Core Plus Bond ETF (WCPB), and Multisector Bond ETF (WMSB), offering advisors and clients multiple ways to access Weitz’s research-driven investment approach across different fixed income segments and investment structures.

All fixed income strategies are managed by the same investment team and guided by a consistent, disciplined investment process, regardless of vehicle, with flexibility to allocate across sectors as market opportunities evolve.

“From an investment standpoint, the ETF allows us to apply the same active, research-driven approach we’ve used across our fixed income strategies for years,” said Nolan Anderson, Co-Head of Fixed Income at Weitz. “Whether capital is coming through a mutual fund or an ETF, our focus is on identifying attractive risk-adjusted opportunities across sectors and positioning portfolios thoughtfully as market conditions evolve.”

Expanding a Purpose-Built ETF Platform

The Core Plus Bond ETF (WCPB) was followed by the launch of the Weitz Multisector Bond ETF (WMSB) in November, further expanding the firm’s ETF offerings within fixed income. Looking ahead, Weitz expects to introduce additional actively managed fixed income ETFs in 2026, continuing to build out its ETF platform in response to advisor demand while remaining deliberate in its approach to product development.

About Weitz Investment Management

Weitz Investment Management, Inc. is an independent, boutique asset management firm headquartered in Omaha, Nebraska. Since its founding by Wally Weitz in 1983, the firm has focused on providing exceptional service and delivering solid long-term, risk-adjusted returns. Weitz is guided by a steadfast investment philosophy of using bottom-up, fundamental research to build high-quality, high-conviction portfolios. Across its equity, fixed income, and conservative allocation solutions, Weitz takes long-term views that aim to transcend short-term market noise and volatility. The approach aims to deliver enduring value in an ever-changing market.

Investors should consider the investment objectives, risks, and charges and expenses of the Funds before investing. The prospectus and summary prospectus contain this and other information about the Funds and should be read carefully before investing. The prospectus may be obtained at www.weitzinvesments.com.

All investments involve risk, including possible loss of principal. When interest rates rise, debt securities prices fall. Changing interest rates may have sudden and unpredictable effects in the markets on the Fund's investments. The Fund may purchase lower-rated and unrated fixed-income securities, which involve an increased possibility that the issuers of these may not be able to make payments of interest and principal. While the shares of ETFs are tradeable on secondary markets, they may not readily trade in all market conditions and may trade at significant discounts in periods of market stress. ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF’s net asset value. See the Fund's prospectus for a further discussion of risks.

Weitz Securities, Inc. is the distributor of the Weitz Funds. Northern Lights Distributors, LLC is the distributor of the Weitz Core Plus Bond ETF and the Weitz Multisector Bond ETF.

Please visit weitzinvestments.com for more information.