WCM Investment Management
VRTS icon

WCM Investment Management’s Virtus Investment Partners VRTS Stock Holding History

WCM Investment Management’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 		– Sell
-87,812
Closed -$14.4M – 287
2025
Q4 		$14.4M Sell
87,812
-19,860
-18% -$3.36M 0.03% 130
2025
Q3 		$20.6M Sell
107,672
-17,406
-14% -$3.42M 0.04% 95
2025
Q2 		$22.9M Buy
125,078
+22,900
+22% +$3.81M 0.05% 83
2025
Q1 		$17.7M Sell
102,178
-6,749
-6% -$1.29M 0.05% 89
2024
Q4 		$24M Sell
108,927
-4,965
-4% -$1.13M 0.06% 74
2024
Q3 		$23.7M Buy
113,892
+4,359
+4% +$934K 0.05% 82
2024
Q2 		$24.2M Sell
109,533
-626
-0.6% -$142K 0.06% 83
2024
Q1 		$27.3M Sell
110,159
-2,626
-2% -$622K 0.06% 73
2023
Q4 		$27.9M Sell
112,785
-135
-0.1% -$26.9K 0.08% 72
2023
Q3 		$22.9M Buy
112,920
+538
+0.5% +$109K 0.07% 68
2023
Q2 		$22.4M Buy
112,382
+19
+0% +$3.59K 0.07% 70
2023
Q1 		$21.4M Sell
112,363
-1,438
-1% -$291K 0.07% 69
2022
Q4 		$21.8M Sell
113,801
-16,099
-12% -$2.88M 0.07% 73
2022
Q3 		$21.1M Buy
129,900
+2,356
+2% +$452K 0.08% 68
2022
Q2 		$22.9M Sell
127,544
-1,493
-1% -$282K 0.08% 70
2022
Q1 		$31M Buy
129,037
+4,422
+4% +$1.12M 0.09% 60
2021
Q4 		$37M Sell
124,615
-527
-0.4% -$164K 0.08% 57
2021
Q3 		$38.8M Buy
125,142
+3,874
+3% +$1.15M 0.09% 48
2021
Q2 		$33.7M Buy
121,268
+7,629
+7% +$2.06M 0.09% 48
2021
Q1 		$26.8M Sell
113,639
-64,925
-36% -$15.6M 0.07% 55
2020
Q4 		$38.7M Sell
178,564
-6,274
-3% -$1.14M 0.11% 44
2020
Q3 		$25.6M Buy
184,838
+34,082
+23% +$4.61M 0.09% 48
2020
Q2 		$17.5M Buy
150,756
+9,350
+7% +$875K 0.07% 54
2020
Q1 		$10.8M Buy
141,406
+7,375
+6% +$832K 0.06% 53
2019
Q4 		$16.3M Buy
134,031
+21,906
+20% +$2.44M 0.09% 49
2019
Q3 		$12.4M Sell
112,125
-9,505
-8% -$1.02M 0.07% 47
2019
Q2 		$13.1M Sell
121,630
-3,568
-3% -$398K 0.08% 44
2019
Q1 		$12.2M Buy
125,198
+51,542
+70% +$4.88M 0.09% 45
2018
Q4 		$5.85M Buy
73,656
+28,597
+63% +$2.78M 0.05% 53
2018
Q3 		$5.13M Buy
45,059
+8,566
+23% +$1.09M 0.05% 56
2018
Q2 		$4.67M Sell
36,493
-4,913
-12% -$609K 0.05% 49
2018
Q1 		$5.13M Sell
41,406
-13,670
-25% -$1.73M 0.05% 54
2017
Q4 		$6.34M Buy
55,076
+45,817
+495% +$5.38M 0.07% 56
2017
Q3 		$1.07M Buy
9,259
+650
+8% +$72.6K 0.01% 73
2017
Q2 		$955K Buy
8,609
+240
+3% +$25.4K 0.01% 72
2017
Q1 		$886K Buy
8,369
+425
+5% +$47.5K 0.01% 103
2016
Q4 		$938K Buy
7,944
+3,140
+65% +$343K 0.01% 121
2016
Q3 		$470K Buy
+4,804
New +$421K 0.01% 149

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

WCM Investment Management's VRTS Position: Q1 2026 in Review

WCM Investment Management sold out of Virtus Investment Partners (VRTS) in Q1 2026, closing a stake of 87,812 shares — an estimated $14.4M sold.

WCM Investment Management first reported a position in VRTS in Q3 2016 and held it in 38 quarters. The position peaked at $38.8M in Q3 2021. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • WCM Investment Management reported no remaining Virtus Investment Partners position as of Q1 2026 after selling out during the quarter.
  • WCM Investment Management sold 87,812 Virtus Investment Partners shares in Q1 2026, an estimated $14.4M.
  • WCM Investment Management first reported a position in Virtus Investment Partners in Q3 2016 and held it in 38 quarters.
  • WCM Investment Management's Virtus Investment Partners position peaked at $38.8M in Q3 2021.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on WCM Investment Management's 13F filing for Q1 2026, filed 7 May 2026.