Weitz Partners III Opportunity Fund Investor Class
WPOIX
NASDAQ
| Weiss Ratings | WPOIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | WPOIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Weitz | |||
| Manager/Tenure (Years) | Wallace R. Weitz (20), Andrew S. Weitz (6) | |||
| Website | http://www.weitzfunds.com | |||
| Fund Information | WPOIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Weitz Partners III Opportunity Fund Investor Class | |||
| Category | Long-Short Equity | |||
| Sub-Category | Long/Short Equity | |||
| Prospectus Objective | Growth | |||
| Inception Date | Aug 01, 2011 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,500.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | WPOIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | WPOIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.74% | |||
| Asset Allocation | WPOIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 10.18% | |||
| Stock | 87.46% | |||
| U.S. Stock | 87.46% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 2.37% | |||
| U.S. Bond | 2.37% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | WPOIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.97% | |||
| 30-Day Total Return | 5.61% | |||
| 60-Day Total Return | 1.88% | |||
| 90-Day Total Return | 1.30% | |||
| Year to Date Total Return | 7.71% | |||
| 1-Year Total Return | 9.48% | |||
| 2-Year Total Return | 10.20% | |||
| 3-Year Total Return | 37.06% | |||
| 5-Year Total Return | 14.14% | |||
| Price | WPOIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | WPOIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $12.42 | |||
| 1-Month Low NAV | $11.91 | |||
| 1-Month High NAV | $12.42 | |||
| 52-Week Low NAV | $10.32 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $12.42 | |||
| 52-Week High Price (Date) | Nov 02, 2026 | |||
| Beta / Standard Deviation | WPOIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.71 | |||
| Standard Deviation | 11.40 | |||
| Balance Sheet | WPOIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 339.25M | |||
| Operating Ratios | WPOIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.84% | |||
| Turnover Ratio | 18.00% | |||
| Performance | WPOIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 3.84% | |||
| Last Bear Market Total Return | -13.82% | |||