Weitz Partners III Opportunity Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Weitz Partners III Opportunity Fund Institutional Class WPOPX
- NAV / 1-Day Return 12.49 / +0.48 %
- Total Assets 324.9M
-
Adj. Expense Ratio
1.170%
- Expense Ratio 1.120%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Long-Short Equity
- Investment Style Large Value
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.47%
- Turnover 25%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 1:03 AM GMT+0
Morningstar’s Analysis WPOPX
Will WPOPX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the WPOPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of WPOPX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 62.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Berkshire Hathaway Inc Class B | 16.48 | 52M | Financial Services |
Alphabet Inc Class C | 5.94 | 19M | Communication Services |
Microsoft Corp | 5.89 | 19M | Technology |
Thermo Fisher Scientific Inc | 5.48 | 17M | Healthcare |
Visa Inc Class A | 5.29 | 17M | Financial Services |
Danaher Corp | 4.83 | 15M | Healthcare |
Mastercard Inc Class A | 4.77 | 15M | Financial Services |
Amazon.com Inc | 4.64 | 15M | Consumer Cyclical |
Sirius XM Holdings Inc | 4.63 | 15M | Communication Services |
Aon PLC Class A | 4.63 | 15M | Financial Services |
United States