WBI Investments’s Virtus Investment Partners VRTS Stock Holding History

WBI Investments’s Portfolio VRTS Stock Details VRTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$352K	Buy	2,618 +1,150	+78%	+$170K	0.1%	224
2025 Q4	$240K	Sell	1,468 -8	-0.5%	-$1.35K	0.06%	285
2025 Q3	$280K	Buy	+1,476	New	+$290K	0.07%	259
2023 Q1	–	Sell	-2,423	Closed	-$464K	–	238
2022 Q4	$464K	Buy	+2,423	New	+$433K	0.1%	130
2017 Q4	–	Sell	-10,584	Closed	-$1.23M	–	374
2017 Q3	$1.23M	Buy	+10,584	New	+$1.18M	0.05%	182

Other funds holding VRTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

WBI Investments's VRTS Position: Q1 2026 in Review

WBI Investments increased its Virtus Investment Partners (VRTS) stake by 78% in Q1 2026, buying an estimated $170K and bringing the position to 2,618 shares worth $352K. The position accounts for 0.1% of the portfolio, ranked #224.

WBI Investments first reported a position in VRTS in Q3 2017 and has held it in 5 quarters since. The position peaked at $1.23M in Q3 2017. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

WBI Investments held 2,618 shares of Virtus Investment Partners worth $352K as of Q1 2026.
WBI Investments bought 1,150 Virtus Investment Partners shares in Q1 2026, an estimated $170K.
Virtus Investment Partners made up 0.1% of WBI Investments's portfolio in Q1 2026, its #224 holding.
WBI Investments first reported a position in Virtus Investment Partners in Q3 2017 and has held it in 5 quarters since.
WBI Investments's Virtus Investment Partners position peaked at $1.23M in Q3 2017.
237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.