LNWTC
NIE

Laird Norton Wetherby Trust Company’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Laird Norton Wetherby Trust Company’s Portfolio NIE Stock Details NIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$210K Buy
+7,820
New +$203K ﹤0.01% 993

Other funds holding NIE

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $524M AUM 25.1% 1-Year Est. Return

Laird Norton Wetherby Trust Company's NIE Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company opened a new position in Virtus Equity & Convertible Income Fund (NIE) in Q2 2026: 7,820 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #993 among its holdings.

94 funds tracked by Wall St. Rank hold NIE as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 7,820 shares of Virtus Equity & Convertible Income Fund worth $210K as of Q2 2026.
  • Virtus Equity & Convertible Income Fund was a new Laird Norton Wetherby Trust Company position in Q2 2026.
  • Virtus Equity & Convertible Income Fund made up ﹤0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #993 holding.
  • 94 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.