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 Q3	$942K	Sell	7,160 -1,520	-18%	-$238K	﹤0.01%	2223
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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Wealth Enhancement Advisory Services's VRTS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Virtus Investment Partners (VRTS) stake by 18% in Q3 2026, selling an estimated $238K and leaving 7,160 shares worth $942K. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

Wealth Enhancement Advisory Services first reported a position in VRTS in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.39M in Q2 2026. 40 funds tracked by Wall St. Rank hold VRTS as of Q3 2026.

Wealth Enhancement Advisory Services held 7,160 shares of Virtus Investment Partners worth $942K as of Q3 2026.
Wealth Enhancement Advisory Services sold 1,520 Virtus Investment Partners shares in Q3 2026, an estimated $238K.
Virtus Investment Partners made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2223 holding.
Wealth Enhancement Advisory Services first reported a position in Virtus Investment Partners in Q2 2025 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's Virtus Investment Partners position peaked at $1.39M in Q2 2026.
40 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.