DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
WCPBX

WEITZ CORE PLUS INCOME FUND INST'L CLASS

1 institutions still hold WEITZ CORE PLUS INCOME FUND INST'L CLASS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 94904P831·1 13F holders·last filed Mar 31, 2026
Market cap
6.2%
vs prior quarter
13F value held
$527,791
52.0% inst. owned
of float
Holders
1
+37 QoQ
filers reporting
Activity
+57 / −49
+770 added · −750 reduced
this quarter
Concentration
100.00%
Transce3nd, LLC #1
top holder share
AI Holders Summary · Q1 2026

1 institutions reported WCPBX in Q1 2026. Transce3nd, LLC leads at 100.0% of the visible book. +37 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Transce3nd, LLC
CIK 0002023570
$527,79155K4.69%Q1 2026