Weitz Partners III Opportunity Fund

WPOIX · NASDAQ

Market closed$11.73$-0.150000 (-1.26%)

Key statistics

Previous close$11.88

Open$11.73

Day high$11.73

Day low$11.73

52-week high$12.42

52-week low$10.32

Market cap334.22M

Volume—

Average volume—

P/E ratio—

Forward P/E—

EPS—

Dividend yield+5.67%

Market context

Why it moved

WPOIX experienced a modest decline today likely driven by broad market selling pressure and reduced investor appetite for fixed-income or conservative fund holdings amid shifting market sentiment.

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What is happening

Recent company-specific developments and publisher coverage.

GuruFocus · February 8, 2021Weitz Funds Analyst Corner: Fidelity National Information Services Barron's · January 11, 2014Weitz Funds: Keeping It in the Family

Peers

S&P 500SPX · $7,457.69-1.01%

Calvert Moderate Allocation FundCMAAX · $24.98-0.64%

Columbia Select Small Cap Value FundCSSZX · $26.85-0.63%

Green Century Balanced FundGCBLX · $37.52-0.61%

Marsico Growth FundMGRIX · $25.50-1.16%

BlackRock MuniYield New York Quality Fund, Inc.MYN · $10.00-0.60%

Oberweis International Opportunities FundOBIOX · $24.93-1.97%

T. Rowe Price International Funds, Inc. - T. Rowe Price Latin America FundPRLAX · $23.98-0.25%

Value Line Select Growth FundVALSX · $28.77-1.20%

Vanguard Market Neutral Fund Investor SharesVMNFX · $16.05-0.31%

Company profile

The Weitz Partners III Opportunity Fund (WPOIX) is an actively managed long-short equity mutual fund listed on NASDAQ, domiciled in the United States and headquartered in Omaha, Nebraska, with approximately $333 million in total market capitalization. Founded and co-managed by value investing pioneer Wallace Weitz since 1983, alongside co-portfolio manager Andrew Weitz since 2020, the fund seeks long-term capital appreciation by identifying and acquiring high-quality companies believed to be trading below their intrinsic value. Operating under a flexible "multi-cap" mandate, the fund employs both long and short positions across equities and ETFs of any market capitalization, with top holdings concentrated in Financial Services, Communication Services, Healthcare, and Technology sectors — including prominent names such as Berkshire Hathaway, Alphabet, and Thermo Fisher Scientific. As an Investor Class share series with a minimum initial investment of $2,500 and a net expense ratio of 1.93%, WPOIX is classified under the Morningstar Long-Short Equity category and is managed by Weitz Investment Management, Inc., a boutique, employee-owned asset management firm known for its research-driven, bottom-up investment approach.

Symbol: WPOIX
Exchange: NASDAQ
Sector: Financial Services
Industry: Asset Management
Employees: 0
Country: US
IPO date: 2011-08-01
Website: weitzinvestments.com

Analyst consensus

hold

0 ratings

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