WCPB – Weitz Core Plus Bond ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks current income and capital preservation; a secondary investment objective is long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in bonds and related derivative instruments that provide exposure to bonds. The fund may also invest in common stocks, preferred stocks and securities convertible into stocks. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WCPB	Weitz Core Plus Bond ETF	ETF	Open	—		Aug 12, 2025	$242.12M	0.450%	—	—	$222.49M

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