New Perspectives, Inc WCPB — NORTHERN LTS FD TR II

Ownership history in New Perspectives, Inc  ·  4 quarters on record

AI Ownership Summary

New Perspectives, Inc reported NORTHERN LTS FD TR II (WCPB) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 25.11% in 2026 Q1. The latest visible filing shows WCPB at 24.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WCPB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was New Perspectives, Inc's position in NORTHERN LTS FD TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

WCPB was reported at 24.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
25.11% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WCPB stock page New Perspectives, Inc fund profile New Perspectives, Inc full holdings
How New Perspectives, Inc held WCPB — position size vs. price
% of Fund (quarterly)    WCPB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 3,091,982 +225,041 +7.8% 24.05% $78.4M 2026-07-22 $25.14
2026 Q1 ADDED — — — 2,866,941 +87,628 +3.2% 25.11% $72.5M 2026-04-21 $25.18
2025 Q4 ADDED — — — 2,779,313 +2,210,590 +388.7% 24.61% $71.0M 2026-01-28 $25.09
2025 Q3 INITIATED — — — 568,723 — — 6.48% $14.5M 2025-10-22 $24.95

🏢 Other funds also holding WCPB

As of 2026 Q2 — sorted by position size

STAPP WEALTH MANAGEMENT, PLLC 3Y 10.73% SMI Advisory Services, LLC 3Y 3.47% PFW Advisors LLC 2.53% Clear Trail Advisors, LLC 2.49% RAINIER FAMILY WEALTH INC 1.3% LexAurum Advisors, LLC 3Y 7Y 0.74% Morey & Quinn Wealth Partners, LLC 0.27% Trademark Financial Management, LLC 0.19% TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.06% Farther Finance Advisors, LLC 0.04%

FAQ About New Perspectives, Inc and WCPB

These are the practical questions this page is built to answer before you even open the full history table.

How long has New Perspectives, Inc reported owning WCPB?

New Perspectives, Inc reported WCPB across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported WCPB position in New Perspectives, Inc's portfolio?

The largest reported portfolio weight for WCPB was 25.11% in 2026 Q1.

What is the latest reported WCPB position on this page?

The most recent filing on this page is 2026 Q2, when New Perspectives, Inc reported 3,091,982 shares, equal to 24.05% of portfolio, with an estimated market value of $78.4M.

What does the chart on this WCPB ownership page compare?

The chart compares New Perspectives, Inc's quarterly WCPB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did New Perspectives, Inc time their WCPB position?

Based on 13F filing dates vs. subsequent WCPB price moves, New Perspectives, Inc correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on WCPB relative to SPY over the holding period was -14.1%.

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