About Weitz Partners III Opportunity Fund (WPOIX) — Dividend Analysis 2026
The fund’s investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. It invests in long positions in stocks and other securities, when the managers anticipate that the value of such securities will increase. The fund also invests in short positions in stocks and other securities, including short sales of exchange traded funds, when the managers anticipate a decline in the value of such securities.
Is WPOIX a good dividend investment in 2026?
WPOIX offers a 6.39% forward yield with a 50% payout ratio. Strand Safety Score: 55/100 (Moderate Risk). The 5-year dividend CAGR of 0% is modest — investors should weigh current income against growth alternatives.
WPOIX DRIP calculator — what's the difference?
With DRIP on a $10,000 investment over 10 years, your WPOIX portfolio grows to $18.6K vs $16.4K without reinvestment. This is the compound interest effect in action.
WPOIX dividend growth history & forecast
WPOIX has grown its dividend by 0% over the last year and 0% annually over 5 years. At this pace, an investor who holds for 10+ years will see their yield on cost grow substantially above the current 6.39%.
Company not generating EBITDA — debt servicing risk is elevated
Earnings Momentum+0.1B → -0.3B → +0.3B
15 / 30 pts
15/30
Net income grew in the latest year — positive but trend is unconfirmed
OVERALL ASSESSMENT
Dividend at moderate risk — monitor coverage and debt closely.
STRAND SCORE
55
/100
Strand Safety Score™ is proprietary to DividendFlow. Inputs: FCF, Debt/EBITDA, Net Income from SEC filings via FMP. Not financial advice. N/A for ETFs, pre-revenue companies, and tickers without income statements.
🌍 WPOIX Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold WPOIX.
Gross yield
6.39%
Tax rate
15.00%
After-tax yield
5.43%
Real yield (−CPI)
2.63%
Account/Country
Tax Rate
After-tax Yield
Real Yield
$10K Annual Income
🇺🇸 Roth IRA / 401k
0%
6.39%
3.59%
$639 / yr
🇺🇸 US Taxable (15%) ✓
15%
5.43%
2.63%
$543 / yr
🇺🇸 US Taxable (20%)
20%
5.11%
2.31%
$511 / yr
🇬🇧 UK ISA
0%
6.39%
3.59%
$639 / yr
🇬🇧 UK Taxable
8.75%
5.83%
3.03%
$583 / yr
🇨🇦 TFSA
0%
6.39%
3.59%
$639 / yr
🇨🇦 CA Taxable
25%
4.79%
1.99%
$479 / yr
🇦🇺 Super (pension)
15%
5.43%
2.63%
$543 / yr
🇦🇺 AU Taxable
30%
4.47%
1.67%
$447 / yr
🇩🇪 DE Taxable
26.375%
4.70%
1.90%
$470 / yr
🇫🇷 FR Taxable
30%
4.47%
1.67%
$447 / yr
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
🎯 WPOIX Income Goal & Break-Even
Dividend Break-Even
19yr
Years for dividends to fully repay your WPOIX investment of $10.41/share (🇺🇸 US Taxable (15%) · 15.00% tax)
$10K invested · 10 Years
Dividends earned (DRIP)
$7.0K
Lost to inflation (2.8% CPI)
−$2.5K
Real purchasing power gain
$4.5K
12-month CPI (US BLS via FMP economic-indicators).
How much do I need to invest in WPOIX for:
Shares needed
42,448
Capital required
$441,884
Monthly income
$2,000
Based on current dividend of $0.67/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
📅 WPOIX Dividend Payment Schedule
WPOIX pays quarterly — 4 times per year. Next ex-div: TBD.
Jan
Feb
Mar
💰
Apr
May
Jun
💰
Jul
Aug
Sep
💰
Oct
Nov
Dec
💰
10 shares
$1.41 / payment
$5.65 / year after tax
100 shares
$14.14 / payment
$56.54 / year after tax
1,000 shares
$141.35 / payment
$565.40 / year after tax
📊 WPOIX vs Financial Services Benchmarks
How WPOIX compares to typical Financial Services averages.
Benchmark: Financial Services
Dividend Yield▲+3.49% vs sectorBetter
WPOIX
6.39%
avg
2.90%
5Y Dividend CAGR▼-7.10% vs sectorBelow avg
WPOIX
0.00%
avg
7.10%
Payout Ratio▼+12.00% vs sectorBelow avg
WPOIX
50.00%
avg
38.00%
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for WPOIX sourced from FMP /financial-growth endpoint — real data, not estimates.
🏛️ WPOIX Insider Activity
No recent SEC filings reported in the last 90 days.
📊 About This Data
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the WPOIX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →