WMSB

Weitz$24.60-0.01 (-0.03%)
AUM $27.1MER 0.65%NAV $24.65Holdings 96

Price Chart

Key Statistics

Previous Close

$24.61

Day Range

$24.57$24.60

52-Week Range

$24.61$25.52

Avg Volume

517

Dividend Yield

Expense Ratio

0.65%

AUM

$27.1M

Shares Outstanding

1.1M

ETF Grades

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Sector Breakdown

SectorWeight %
Securitized74.42%
Corporate25.30%
Cash & Others0.27%

Country Allocation

CountryWeight %
Other79.94%
United States16.18%
Canada2.28%
Luxembourg1.04%
Ireland0.37%
Bermuda0.19%

Fund Information

Issuer
Weitz
Category
Securitized
Inception Date
Nov 4, 2025
Exchange
NYSE_ARCA
Description
WMSB allocates across multiple fixed income sectors, including corporate bonds, structured credit, government securities, and loan markets, with the ability to adjust these exposures as market conditions change. The portfolio can hold both investment-grade and below investment-grade debt, and its allocation to high yield may vary meaningfully over time depending on the opportunity set. The fund may also use derivatives such as credit default swaps and interest rate futures to manage credit risk, interest rate sensitivity, or to efficiently establish or reduce exposures. Maturity is not constrained, giving the managers the flexibility to lengthen or shorten the portfolios interest rate profile. In periods of limited opportunity or heightened uncertainty, the fund may temporarily allocate more to cash or higher-quality debt. WMSB is non-diversified, which allows concentration in select issuers when the managers have higher conviction in their credit or relative value assessment.

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SECUiShares Securitized Income Active ETF$955.1M
EVMOMorgan Stanley ETF Trust - Eaton Vance Mortgage Opportunities ETF$864.9M

The Northern Lights Fund Trust II - Weitz Multisector Bond ETF (WMSB) is an exchange-traded fund issued by Weitz that launched on Nov 4, 2025. It currently manages $27.1M in assets under management. The fund charges an expense ratio of 0.65%. The fund holds 96 securities in its portfolio. It falls under the Securitized category.

Top 10 holdings represent 48.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1FN MA57348.52%2,431,187$2.3M
2FN FA57758.26%2,412,274$2.2M
3FR RQ01188.14%2,323,359$2.2M
4FN FA29985.42%1,503,336$1.5M
5FR SD85233.61%1,030,137$979K
6SEMT 2025-9 A73.53%1,000,000$957K
7FR RA73573.11%904,730$844K
8PFPT TL B 1L USD2.75%750,000$747K
9NESFIR 10 08/13/312.35%625,000$638K
10CANTAG 9 3/4 05/08/312.26%625,000$613K
11FR RA77841.90%553,176$516K
12ACR 8 5/8 07/31/311.82%500,000$495K
13NMNL 2025-1A C1.79%500,000$487K
14FN MA54691.64%466,488$446K
15FN MA52941.62%461,511$441K
Page 1 of 2

Detailed Returns

PeriodReturnETF
1D
-0.03%
1W
-0.83%
1M
-1.34%
3M
-1.91%
6M
-1.38%
YTD
-2.44%
1Y
-1.48%
3Y
-1.48%
5Y
-1.48%

Moving Averages

20-Day MA

$24.86

Below 20-Day MA
50-Day MA

$24.93

Below 50-Day MA
200-Day MA

$25.13

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$25.52

Current Price

$24.60

52-Week Low

$24.61

$24.61$25.52

Current Yield

Annual Dividend

$0.3890

Frequency

12x/year

Last Ex-Date

Feb 26, 2026

Dividend History

Ex-DateAmountPay Date
Feb 26, 2026$0.1206Mar 2, 2026
Jan 29, 2026$0.1060Feb 2, 2026
Dec 12, 2025$0.1373Dec 16, 2025
Nov 26, 2025$0.0251Dec 1, 2025

Dividend Payments Over Time

Category Comparison

MetricWMSBSecuritized(8 ETFs)
Fund Info
Expense Ratio0.65%0.36%
AUM$27.1M$3.54B
Dividend Yield3.55%
Avg Volume517633.8K
Holdings96418
Performance
1-Month Return-1.34%-0.99%
6-Month Return-2.38%-1.83%
YTD Return-2.46%-1.93%
1-Year Return-2.19%-2.13%

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