Weitz Multi Cap Equity Fund Institutional (WPVIX)
29.96
+0.33
(+1.11%)
USD |
May 20 2026
WPVIX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 1.52% |
| Stock | 96.82% |
| Bond | 1.74% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.07% |
Market Capitalization
As of March 31, 2026
| Large | 43.43% |
| Mid | 18.55% |
| Small | 38.02% |
Region Exposure
| Americas | 92.61% |
|---|---|
|
North America
|
92.61% |
| Canada | 1.62% |
| United States | 90.99% |
|
Latin America
|
0.00% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 6.87% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
6.87% |
| Ireland | 6.87% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.53% |
|---|
Stock Sector Exposure
| Cyclical |
|
38.58% |
| Materials |
|
10.63% |
| Consumer Discretionary |
|
2.51% |
| Financials |
|
23.79% |
| Real Estate |
|
1.65% |
| Sensitive |
|
44.78% |
| Communication Services |
|
19.86% |
| Energy |
|
0.00% |
| Industrials |
|
14.16% |
| Information Technology |
|
10.76% |
| Defensive |
|
13.19% |
| Consumer Staples |
|
0.00% |
| Health Care |
|
13.19% |
| Utilities |
|
0.00% |
| Not Classified |
|
3.45% |
| Non Classified Equity |
|
2.13% |
| Not Classified - Non Equity |
|
1.31% |
As of March 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |