Morningstar

Weitz Partners III Opportunity Fund Institutional Class WPOPX

Morningstar Medalist Rating
Medalist Rating as of | See Weitz Investment Hub
  • NAV / 1-Day Return 13.24  /  −0.60 %
  • Total Assets 339.2M
  • Adj. Expense Ratio
    1.120%
  • 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 0.45%
  • Turnover 18%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:55 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WPOPX’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WPOPX

More WPOPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 61.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

16.17 54M
Financial Services

Alphabet Inc Class C

5.81 19M
Communication Services

Visa Inc Class A

5.65 19M
Financial Services

Microsoft Corp

5.58 19M
Technology

Danaher Corp

5.13 17M
Healthcare

Thermo Fisher Scientific Inc

4.80 16M
Healthcare

IDEX Corp

4.75 16M
Industrials

Sirius XM Holdings Inc

4.64 16M
Communication Services

Amazon.com Inc

4.64 15M
Consumer Cyclical

Mastercard Inc Class A

4.61 15M
Financial Services

Sponsor Center