1125 South 103 Street,Suite 200
Omaha , NE, 68124
Omaha , NE, 68124
Summary
The fund seeks capital appreciation by investing in companies across any size in the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team invests in long positions in stocks and other securities, when it is estimated that the value of such secur More
Link
Directors
Jun 9, 2023- Alison M. Maloy
- Steven M. Hill
- Dana E. Washington
- Andrew S. Weitz
- Justin B. Wender
- Lorraine Chang
- Wallace R. Weitz
- Elizabeth L. Sylvester
Chief Compliance Officer
- John R. Detisch
Fund Manager(s)
Price
- 52-Week High/Low
- $14.74 - $12.43
- Turnover
- 32%
- Expense Ratio
- 1.19%
Company Name |
Holding |
| BERKSHIRE HATHAWAY INC. | 10.77 % |
| ALPHABET INC. | 5.62 % |
| THERMO FISHER SCIENTIFIC INCORPORATED | 5.42 % |
| DANAHER CORPORATION | 4.9 % |
| MASTERCARD INCORPORATED. | 4.87 % |
| VISA INC. | 4.83 % |
| LIBERTY BROADBAND CORPORATION | 4.37 % |
| CarMax, Inc. | 4.31 % |
| AMAZON.COM, INC. | 4.26 % |
| GLOBAL PAYMENTS INC. | 4.03 % |
| More | 4.03 % |
Performance
YTD
-
3 Year
-9.58%
5 Year
2.4%
Best
42.05%
2009
Worst
-34.54%
2008
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | 8.2% | 3.1% | -5.1% | 7.3% | -16.2% | 19.5% | 1.8% | 5.2% | 2.1% |
| Q2 | - | -1.8% | 8% | -13.8% | 3.9% | 6% | 0.9% | 2% | 0.6% | -1.4% |
| Q3 | - | - | -0.6% | -10.1% | -10.9% | -0.2% | 2.1% | 4.1% | 2.1% | 4.1% |
| Q4 | - | - | -0.6% | -2.6% | 1% | 8.9% | -0.1% | -11.4% | -2.9% | 1.5% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2024 | 2.4% | 3.4% | 2.3% | -4.9% | - | - | - | - | - | - | - | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 3% | 10% | -28% | 0% | -3% | 26% | -5% | 6% | 6% |
Alpha
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| WPOPX | - | 3% | 10% | -28% | 0% | -3% | 26% | -5% | 6% | 6% |
| S&P 500 | - | - | - | -21% | 27% | 16% | 29% | -6% | 19% | 10% |
| Alpha | - | 3% | 10% | -7% | -26% | -20% | -3% | 1% | -14% | -3% |