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Wealthspire Advisors (New York)’s Virtus Investment Partners VRTS Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-58
Closed -$11K – 2856
2025
Q3 		$11K Buy
+58
New +$11.4K ﹤0.01% 1972

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Dimensional Fund Advisors
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (New York)'s VRTS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Virtus Investment Partners (VRTS) in Q4 2025, closing a stake of 58 shares — an estimated $11K sold.

Wealthspire Advisors (New York) first reported a position in VRTS in Q3 2025 and held it in 1 quarter. The position peaked at $11K in Q3 2025. 235 funds tracked by Wall St. Rank hold VRTS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Virtus Investment Partners position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 58 Virtus Investment Partners shares in Q4 2025, an estimated $11K.
  • Wealthspire Advisors (New York) first reported a position in Virtus Investment Partners in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Virtus Investment Partners position peaked at $11K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.