LNWWM
NIE

Laird Norton Wetherby Wealth Management’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Laird Norton Wetherby Wealth Management’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
2025
Q3 		$393K Hold
15,663
– – 0.02% 660
2025
Q2 		$374K Buy
+15,663
New +$351K 0.02% 657

Other funds holding NIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's NIE Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its Virtus Equity & Convertible Income Fund (NIE) position steady in Q3 2025 at 15,663 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #660.

Laird Norton Wetherby Wealth Management first reported a position in NIE in Q2 2025 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold NIE as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 15,663 shares of Virtus Equity & Convertible Income Fund worth $393K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management left its Virtus Equity & Convertible Income Fund share count unchanged in Q3 2025.
  • Virtus Equity & Convertible Income Fund made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #660 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Virtus Equity & Convertible Income Fund in Q2 2025 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.