Breaking News
Get 55% Off 0
🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% each
Unlock Stocks
Close

Weitz Multi Cap Equity Fund - Institutional Class (WPVIX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
37.71 -0.04    -0.11%
07:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 371.43M
Type:  Fund
Market:  United States
Issuer:  Weitz
Asset Class:  Equity
Weitz Partners Value Institutional 37.71 -0.04 -0.11%

WPVIX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Weitz Partners Value Institutional (WPVIX) fund. Our Weitz Partners Value Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 4.58 4.58 0.00
Stocks 95.42 95.42 0.00

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 21.45 20.01
Price to Book 2.26 3.84
Price to Sales 2.62 2.51
Price to Cash Flow 14.22 14.04
Dividend Yield 0.78 1.58
5 Years Earnings Growth 14.70 11.90

Sector Allocation

Name  Net % Category Average
Communication Services 24.18 8.15
Financial Services 20.26 14.13
Industrials 15.28 9.79
Technology 13.52 27.61
Basic Materials 9.15 2.62
Healthcare 6.91 13.41
Consumer Cyclical 6.71 10.11
Real Estate 3.99 2.42

Region Allocation

  • North America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 35

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Berkshire Hathaway B US0846707026 6.97 467.86 -0.05%
  Meta Platforms US30303M1027 6.16 576.27 -0.64%
  Alphabet C US02079K1079 5.48 177.10 -1.88%
  Heico A US4228062083 5.48 214.20 +0.87%
  Visa A US92826C8394 4.28 308.31 -0.38%
  Mastercard US57636Q1040 4.15 518.86 -0.58%
  Aon IE00BLP1HW54 3.93 378.03 -2.30%
  CoStar US22160N1090 3.81 75.97 +0.26%
  Danaher US2358511028 3.51 239.11 -1.00%
  CarMax US1431301027 3.38 78.59 +0.94%

Top Equity Funds by Weitz

  Name Rating Total Assets YTD% 3Y% 10Y%
  Weitz Value Investor 582.03M 11.42 4.10 9.59
  Weitz Partners III Opportunity Inst 447.87M 14.29 1.32 5.55
  Weitz Value Institutional 404.18M 11.56 4.26 9.80
  Weitz Partners Value Investor 248.63M 1.23 5.92 5.66
  Weitz Balanced 51.4M 1.03 4.59 5.46
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

WPVIX Comments

Write your thoughts about Weitz Multi Cap Equity Fund - Institutional Class
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email