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

Wealth Enhancement Trust 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	$3.01K	Buy	+21	New	+$2.96K	﹤0.01%	930

Other funds holding VRTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Virtus Investment Partners (VRTS) in Q2 2026: 21 shares worth $3.01K. The stake represents ﹤0.01% of the portfolio and ranks #930 among its holdings.

164 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

Wealth Enhancement Trust Services held 21 shares of Virtus Investment Partners worth $3.01K as of Q2 2026.
Virtus Investment Partners was a new Wealth Enhancement Trust Services position in Q2 2026.
Virtus Investment Partners made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #930 holding.
164 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

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