WCPB · Insider trading · 13F holders · Congress trades
Northern Lts Fd Tr II (WCPB)
Who is buying and selling WCPB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 8
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
WCPB at a glance
- No open-market insider purchases or sales of WCPB were filed in the last 90 days.
- 8 13F filers hold WCPB among their 50 largest positions, worth $140.9M combined. The biggest bets by portfolio weight are New Perspectives, Inc (23.6%), Stapp Wealth Management, Pllc (10.1%) and SMI Advisory Services, LLC (3.4%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in WCPB.
WCPB insider trading
No open-market insider purchases or sales of WCPB were filed in the last 90 days.
Who owns WCPB? Hedge funds and superinvestors
8 13F filers hold WCPB among their 50 largest positions, worth $140.9M combined. The biggest bets by portfolio weight are New Perspectives, Inc (23.6%), Stapp Wealth Management, Pllc (10.1%) and SMI Advisory Services, LLC (3.4%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| New Perspectives, IncWealth manager | 23.6% | $77.7M | 3,209,993 | +3.8% shares | Q3 2026 |
| SMI Advisory Services, LLCWealth manager | 3.4% | $21.4M | 881,541 | +4.3% shares | Q3 2026 |
| Clear Trail Advisors, LLCWealth manager | 2.4% | $15.7M | 647,625 | +0.7% shares | Q3 2026 |
| PFW Advisors LLCWealth manager | 2.5% | $8.5M | 352,818 | +2.9% shares | Q3 2026 |
| Stapp Wealth Management, PllcWealth manager | 10.1% | $7.8M | 322,748 | -0.4% shares | Q3 2026 |
| LexAurum Advisors, LLCWealth manager | 0.7% | $6.6M | 273,939 | +8.6% shares | Q3 2026 |
| Rainier Family Wealth IncWealth manager | 1.3% | $2.3M | 90,298 | +8.1% shares | Q2 2026 |
| Morey & Quinn Wealth Partners, LLCWealth manager | 0.5% | $747K | 30,832 | — | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 7, Q2 2026: 1). Screen WCPB in the grand portfolio →
WCPB stock trades by members of Congress
No member of Congress has disclosed a trade in WCPB.
WCPB questions and answers
Are insiders buying WCPB stock?
No open-market insider purchases or sales of WCPB were filed in the last 90 days.
Which hedge funds own WCPB?
8 13F filers hold WCPB among their 50 largest positions, worth $140.9M combined. The biggest bets by portfolio weight are New Perspectives, Inc (23.6%), Stapp Wealth Management, Pllc (10.1%) and SMI Advisory Services, LLC (3.4%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded WCPB?
No member of Congress has disclosed a trade in WCPB.
Who is the largest holder of WCPB?
Among 13F filers, New Perspectives, Inc reports the largest WCPB position, $77.7M (3,209,993 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is New Perspectives, Inc's: 23.6% of its portfolio.
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