Wealth Enhancement Advisory Services
VRTS icon

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

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

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. 234 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.
  • 234 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.