WPOIX Mutual Fund

NAV$11.51

AUM$8M

TER1.93%

Holdings26

WPOIX Mutual Fund

NAV$11.51

The Weitz Funds - Partners III Opportunity Fund Investor Class

AUM$8M

TER1.93%

Holdings26

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Holdings Overlap Analysis

Compare WPOIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings WPOIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WPOIX Mutual Fund Overlap Analysis

WPOIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

WPOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, WPOIX may share significant positions with broad-market funds.

WPOIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WPOIX tax-loss harvesting finds highly correlated but non-identical funds.