WPVIX ETF
Multi Cap Equity Fund Institutional Class

WPVIX ETF Overview
WPVIX ETF (Multi Cap Equity Fund Institutional Class) is managed by Weitz Funds with $324.7M in net assets. WPVIX expense ratio is 0.87%, holding 39 positions across sectors including Industrials, Communication Services, Information Technology. Inception date: 2014-07-31.
WPVIX performance shows a YTD return of -1.02%. The 1-year return is -2.22% and the 5-year return is 9.51%. WPVIX dividend yield stands at 9.04%, paid annually.
WPVIX top holdings include Berkshire Hathaway Inc Brk/B Us Equity (7.9%), Heico Corp. Cl. A (7.1%), Alphabet Inc. C (6.3%), Visa Inc Class A (4.7%), Meta Platforms, Inc. (4.5%). View all WPVIX holdings, sector breakdown, or dividend history.
WPVIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WPVIX alternatives are available via the screener, along with tax-loss harvesting opportunities.