Weitz ETFs: record by period

Weitz’s 1-Year Record

1Y

1 of 1 Made Money0 lostWeitz typical +0.9% · All ETFs +6.9%

Made money · 1

More than 30%0

20–30%0

10–20%0

5–10%0

0–5%1BestWCPB+0.9%

Lost money · 0

0–5%0

5–10%0

More than 10%0

Weitz ETFs · past-year returns · 1 funds with a full year · as of Nov 4, 2026

Weitz’s Returns by Bucket

1Y

BucketYTD1YMoney made

Bonds & cash3 funds · $393M+0.5%+0.9%$3.1M

Weitz ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 4, 2026

Weitz’s Best ETFs

YTD

+1.3%WMSB, Northern Lights Trust II - Weitz Multisector Bond, led Weitz

1WMSBNorthern Lights Trust II - Weitz Multisector Bond+1.3%

2WCPBCore Plus Bond+0.4%

Weitz ETFs · year-to-date returns · as of Nov 4, 2026

Weitz’s Worst ETFs

YTD

No Weitz fund is down this year.

Weitz ETFs · year-to-date returns · as of Nov 4, 2026

Weitz’s ETF Returns

YTD

2–0up · down this year
of 2 funds that traded Jan 1

Funds per 5-point band of YTD return (%). 1 is a 2026 launch.

Typical+0.8%

BestWMSB +1.3%

WorstWCPB +0.4%

Weitz ETFs · year-to-date returns · as of Nov 4, 2026

Top 1 Weitz ETFs

1Y

WCPB+0.9%

Best first · dashed line = Weitz typical +0.9%

Weitz ETFs · past-year returns · as of Nov 4, 2026

Weitz’s Money Made

1Y

$3.1Mmade by the 1 largest · 100% of $3.1M

Weitz ETFs · past-year money made · as of Nov 4, 2026 · estimate: AUM × return

Weitz’s Best and Worst ETFs

1Y

Best 1 of 1

WCPBCore Plus Bond+0.9%

End-of-day Nov 4, 2026 · funds with a full year

Weitz’s Record by Bucket

1Y

Bonds & cash1 of 1

Weitz ETFs · past-year returns · as of Nov 4, 2026

Money Made by ETF Issuers

1Y

$1.47Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$435B

2iShares$381B

3SPDR$208B

4Invesco$95.7B

5Schwab$83.8B

End-of-day Nov 4, 2026

Weitz’s Losing ETFs

1Y

0funds lost money

Weitz ETFs · past-year returns · as of Nov 4, 2026 · worst first

Weitz’s Newest ETFs

1Y

2funds not in the record yet

First 1Y onFunds

Nov 4, 2026WMSB

Mar 31, 2027WSDB

A fund joins Win % and typical return once it has a full year of prices.

Weitz ETFs · launched in the past year · as of Nov 4, 2026

WWeitz

Record

Weitz