Weitz Investment Management Expands ETF Platform with Launch of Short Duration Bond ETF (WSDB)

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OMAHA, Neb.--(BUSINESS WIRE)--Apr 9, 2026--

Weitz Investment Management, Inc. (“Weitz”) today announced the launch of the Weitz Short Duration Bond ETF (WSDB), an actively managed strategy designed to seek income while maintaining lower interest rate sensitivity. The ETF began trading on April 1, 2026.

The launch marks the latest in the firm’s continued expansion of its fixed income platform, which has more than doubled in assets over the past two years, reflecting growing demand for the firm’s actively managed fixed income strategies. As of March 31, 2026, Weitz manages more than $6 billion in fixed income assets.

The ETF extends a strategy that has been managed at Weitz since 1988, beginning with the inception of the Weitz Short Duration Income Fund (WEFIX).

“We’ve been navigating fixed income markets for decades with a flexible, risk-aware approach,” said Jim Boyne, President of Weitz. “WSDB represents another way for advisors and their clients to access a strategy that has been a core part of our lineup for many years.”

Weitz has managed fixed income strategies for more than 30 years. The firm’s approach is rooted in security-level research, disciplined risk management, and flexible sector allocation. Current offerings include the Short Duration Income Fund (WEFIX) and Core Plus Income Fund (WCPBX), along with the Weitz Core Plus Bond ETF (WCPB) and Weitz Multisector Bond ETF (WMSB), providing a range of solutions across duration and credit exposures.

The Short Duration strategy has been managed by Tom Carney, CFA, Co-Head of Fixed Income, since 1996, and he serves as co-portfolio manager of the ETF. With nearly 30 years of experience managing the strategy, Carney is among the longest-tenured portfolio managers in the Morningstar short-term bond category. Nolan Anderson, Co-Head of Fixed Income, joined the firm in 2011 and has worked alongside Carney on fixed income strategies for more than a decade, including as co-portfolio manager of the Short Duration Income Fund since 2017, and also serves as co-portfolio manager of the ETF.

“Our approach to short duration investing emphasizes downside risk management and high-conviction security selection,” said Carney. “We focus on building portfolios aimed at generating income whileseeking to protect capital across different market environments.”

The strategy primarily invests in high-quality, short-duration bonds and typically maintains a duration range of approximately one to three and a half years, with the flexibility to allocate across sectors where we believe the risk/reward profile is most attractive.

“Short duration can often be viewed as a more constrained part of the market, but we believe there is meaningful opportunity to add value by looking beyond traditional benchmarks and focusing on attractive risk/reward opportunities across sectors,” said Anderson.

WSDB builds on the introduction of the Weitz Core Plus Bond ETF (WCPB) and Weitz Multisector Bond ETF (WMSB), further expanding the firm’s ETF offerings within its broader fixed income platform.

About Weitz Investment Management

Weitz Investment Management, Inc. is an independent, boutique asset management firm headquartered in Omaha, Nebraska. Since its founding in 1983 by Wally Weitz, the firm has been guided by a long‑term, research‑intensive philosophy, applying fundamental credit and equity analysis to build high‑conviction portfolios. Across multiple vehicles (mutual funds, ETFs, SMAs), Weitz seeks to deliver strong risk‑adjusted returns and tailored solutions for advisors and clients.

Investors should consider carefully the investment objectives, risks, and charges and expenses of a fund before investing. This and other important information is contained in the prospectus and summary prospectus, which may be obtained at weitzinvestments.com or from a financial advisor. Please read the prospectus carefully before investing.

All investments involve risk, including possible loss of principal. When interest rates rise, debt securities prices fall. Changing interest rates may have sudden and unpredictable effects in the markets on the Fund's investments. The Fund may purchase lower-rated and unrated fixed income securities, which involve an increased possibility that the issuers of these may not be able to make payments of interest and principal. While the shares of ETFs are tradeable on secondary markets, they may not readily trade in all market conditions and may trade at significant discounts in periods of market stress. ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF’s net asset value. See the Fund's prospectus for a further discussion of risks.

Effective 12/16/2016, the Short Duration Income Fund revised its principal investment strategies. Since that time the Fund has generally maintained an average effective duration between one to three and a half years. Prior to that date, the Fund maintained a dollar-weighted average maturity of between two to five years.

Weitz Securities, Inc. is the distributor of the Weitz Funds.

The Weitz ETFs are distributed by Northern Lights Distributors, LLC.

Please visit weitzinvestments.com for more information.

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CONTACT: Lori Dorsey

SVP, Chief Client Officer

[email protected]

402.384.5338

KEYWORD: NEBRASKA UNITED STATES NORTH AMERICA

INDUSTRY KEYWORD: BANKING ASSET MANAGEMENT PROFESSIONAL SERVICES FINANCE

SOURCE: Weitz Investment Management, Inc.

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PUB: 04/09/2026 09:00 AM/DISC: 04/09/2026 09:03 AM

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