Morningstar

Weitz Short Duration Bond ETF WSDB

Morningstar Medalist Rating
Medalist Rating as of | See Weitz Investment Hub

Morningstar’s Analysis WSDB

Will WSDB outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WSDB’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WSDB management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WSDB’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Weitz Short Duration Bond ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WSDB

More WSDB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash & Cash Equivalents

16.17 1M
Cash and Equivalents

United States Treasury Notes 4%

6.49 484,014
Government

United States Treasury Notes 4%

5.15 383,484
Government

United States Treasury Notes 3.75%

5.12 381,219
Government

United States Treasury Notes 4.125%

3.31 246,353
Government

United States Treasury Notes 3.75%

2.57 191,871
Government

FEDERAL HOME LN MTG CORP MULTICLASS MTG PARTN CTFS GTD 5.5%

1.55 115,215
Securitized

Federal National Mortgage Association 5.5%

1.52 113,190
Securitized

COVST 2024-2AR AR

1.34 100,000
Securitized

PROSPER CREDIT CARD 2026-1 ISSUER LLC 5.34%

1.33 99,193
Securitized

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