Weitz Investment Management, Inc.
SEC RegisteredA Flexible, Active Approach to Fixed Income ETFs
About the firm
Weitz Investment Management offers actively managed fixed income ETFs and mutual funds, including the Core Plus Bond ETF, Multisector Bond ETF, and Short Duration Bond ETF, among others. The firm is based in Omaha and employs a benchmark-agnostic, high-conviction investment approach.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Actively managed fixed income ETFs and mutual funds, including Core Plus Bond ETF (WCPB), Multisector Bond ETF (WMSB), Short Duration Bond ETF (WSDB), Core Plus Income Fund, and Short Duration Income Fund
Who they serve
Individual investors, financial professionals, and institutional investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 7 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Weitz Investment Management, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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