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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
Q2 		$240K Sell
1,670
-948
-36% -$134K 0.06% 273
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WBI Investments's VRTS Position: Q2 2026 in Review

WBI Investments reduced its Virtus Investment Partners (VRTS) stake by 36% in Q2 2026, selling an estimated $134K and leaving 1,670 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #273.

WBI Investments first reported a position in VRTS in Q3 2017 and has held it in 6 quarters since. The position peaked at $1.23M in Q3 2017. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • WBI Investments held 1,670 shares of Virtus Investment Partners worth $240K as of Q2 2026.
  • WBI Investments sold 948 Virtus Investment Partners shares in Q2 2026, an estimated $134K.
  • Virtus Investment Partners made up 0.06% of WBI Investments's portfolio in Q2 2026, its #273 holding.
  • WBI Investments first reported a position in Virtus Investment Partners in Q3 2017 and has held it in 6 quarters since.
  • WBI Investments's Virtus Investment Partners position peaked at $1.23M in Q3 2017.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.