WPOPX Mutual Fund
NAV$13.00
AUM$332M
TER1.18%
Holdings26
WPOPX Mutual Fund
NAV$13.00
The Weitz Funds - Partners III Opportunity Fund Institutional Class
AUM$332M
TER1.18%
Holdings26

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WPOPX Mutual Fund Overlap Analysis
WPOPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WPOPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, WPOPX may share significant positions with broad-market funds.
WPOPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WPOPX tax-loss harvesting finds highly correlated but non-identical funds.