Weitz Investment Management Launches Two Actively Managed Bond ETFs

By: Weitz Investment Management, Inc. via Business Wire

August 13, 2025 at 09:00 AM EDT

Weitz Investment Management, Inc. (“Weitz”) today announced the launch of its first exchange-traded fund, the Weitz Core Plus Bond ETF (WCPB), which begins trading today.

This milestone marks a strategic expansion of the firm’s fixed income platform, which has seen a nearly 300% increase in assets under management over the past two years and reflects growing demand for active fixed income solutions in structures that align with today’s portfolio construction practices.

In addition to the Core Plus Bond ETF, Weitz’s second new offering, the Weitz Multisector Bond ETF (WMSB), is expected to begin trading in the fourth quarter of 2025^¹.

“Both of these funds build on our fixed income experience — one by offering a familiar approach in a new structure, and the other by introducing a new strategy guided by the same disciplined process,” said Jim Boyne, President of Weitz. “In both cases, we’re expanding access to the kind of thoughtful, risk-aware investing that has defined Weitz for decades.”

Weitz has managed fixed income strategies for more than 30 years. The firm’s approach is rooted in security-level research, disciplined risk management, and flexible sector allocation. Current offerings include the Core Plus Income Fund (WCPBX) and Short Duration Income Fund (WEFIX), both of which have contributed to the platform’s recent growth. The Core Plus Income Fund has also been recognized with back-to-back LSEG Lipper Fund Awards in 2024 and 2025 for outstanding performance^².

Weitz Core Plus Bond ETF (WCPB)

An actively managed strategy that provides core bond exposure with a high-quality foundation and the flexibility to adjust allocations as market conditions evolve. The ETF delivers daily holdings transparency and intraday liquidity, while maintaining the firm’s time-tested investment discipline.

“Our philosophy doesn’t change with the product structure,” said Tom Carney, CFA, Co-Head of Fixed Income. “We’re still doing the same rigorous work — evaluating securities, managing risk, and seeking durable results.”

Weitz Multisector Bond ETF (WMSB)

A new strategy designed to capitalize on relative value across the fixed income market. The Multisector ETF allows for flexibility across sectors, positions in the capital stack, and durations — including opportunistic exposure to non-investment-grade securities when we believe the risk/reward profile is favorable.

“Multisector gives us another way to express the full breadth of our research,” said Nolan Anderson, Co-Head of Fixed Income. “We’re not chasing yield or benchmarks — we’re looking for where we can be paid to take risk.”

“Expanding our product suite to include ETFs is a natural extension of our mission: to provide differentiated outcomes that meet the needs of advisors and their clients,” said Lori Dorsey, SVP and Chief Client Officer at Weitz. “Whether in mutual funds, ETFs, or separately managed accounts, we remain focused on delivering thoughtful, long-term solutions.”

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.

ETF’s are subject to specific risks, depending on the nature of the underlying strategy of the fund. These risks could include liquidity risk, sector risk, as well as risks associated with fixed income securities, real estate investments, and commodities, to name a few.

The adviser’s judgments about the growth, value or potential appreciation of an investment may prove to be incorrect or fail to have the intended results, which could adversely impact the Fund’s performance and cause it to underperform relative to other funds with similar investment goals or relative to its benchmark, or not to achieve its investment goal.

About LSEG Lipper Fund Awards

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper.

¹Shares of the Weitz Multisector Bond ETF are not yet offered for sale.

²Weitz Core Plus Income Fund (WCPBX) received 2025 LSEG Lipper Fund Awards for Best Core Plus Bond Fund (5- and 10-year periods) and earned the same recognition in 2024 for the 3- and 5-year periods.

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.