The Weitz Funds, Hickory Fund
WEHIX
NASDAQ- -
USD
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Capital Structure
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in mil. unless spec.Working Capital
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 1125 South 103 St Omaha NE United States of America 68124
- IPO Date
- Jan 2, 2019
- CIK
- 0001257927
- Similar Companies
- Business
- Weitz Funds operates as a family of actively managed mutual funds focused on value-oriented equity and fixed-income strategies. The firm offers a range of investment products including the Weitz Partners Value Fund, Weitz Partners III Opportunity Fund, Weitz Value Fund, Weitz Large Cap Value Fund, Weitz Hickory Fund (WEHIX), Weitz Short Duration Income Fund, Weitz Total Return Fund, and Weitz Strategic Core Fund, emphasizing undervalued securities across large-cap, small-cap, and intermediate-term bond categories. These funds target long-term capital appreciation and income for individual and institutional investors through rigorous fundamental analysis and concentrated portfolios. Headquartered in Omaha, Nebraska, Weitz Funds was established in 1986 by Wallace R. Weitz, who continues to serve as Chief Investment Officer, with operations primarily serving U.S. investors through broker-dealers, financial advisors, and direct channels. The Hickory Fund (WEHIX), a small-cap value strategy, invests in undervalued small- and mid-capitalization companies with strong balance sheets and capable management, typically holding 30-50 positions to mitigate risk while seeking superior returns. In recent developments, Weitz Funds announced strategic enhancements to its lineup in 2024, including expanded ESG integration across select funds and a new institutional share class launch for broader accessibility; the firm also completed a key acquisition of complementary research capabilities from a boutique asset manager in early 2025 to bolster its value equity team. No major name changes or reorganizations have occurred, maintaining its independent structure under Weitz Investment Management. The funds maintain a focus on midwestern U.S. operations with national distribution.