Wealth Enhancement Advisory Services’s Virtus Investment Partners VRTS Stock Holding History

Wealth Enhancement Advisory Services’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	$1.39M	Buy	8,680 +5,723	+194%	+$808K	﹤0.01%	1845
2026 Q1	$376K	Sell	2,957 -344	-10%	-$50.7K	﹤0.01%	2569
2025 Q4	$560K	Sell	3,301 -127	-4%	-$21.5K	﹤0.01%	2395
2025 Q3	$656K	Buy	3,428 +1,770	+107%	+$348K	﹤0.01%	2141
2025 Q2	$330K	Buy	+1,658	New	+$276K	﹤0.01%	2571

Other funds holding VRTS

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services's VRTS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Virtus Investment Partners (VRTS) stake by 194% in Q2 2026, buying an estimated $808K and bringing the position to 8,680 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1845.

Wealth Enhancement Advisory Services first reported a position in VRTS in Q2 2025 and has held it in 5 quarters since. 30 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

Wealth Enhancement Advisory Services held 8,680 shares of Virtus Investment Partners worth $1.39M as of Q2 2026.
Wealth Enhancement Advisory Services bought 5,723 Virtus Investment Partners shares in Q2 2026, an estimated $808K.
Virtus Investment Partners made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1845 holding.
Wealth Enhancement Advisory Services first reported a position in Virtus Investment Partners in Q2 2025 and has held it in 5 quarters since.
30 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.