Westside Investment Management’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Westside Investment Management’s Portfolio NIE Stock Details NIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.4K	Hold	350	–	–	﹤0.01%	1130
2026 Q1	$8.18K	Hold	350	–	–	﹤0.01%	1159
2025 Q4	$8.72K	Hold	350	–	–	﹤0.01%	1120
2025 Q3	$8.79K	Hold	350	–	–	﹤0.01%	1137
2025 Q2	$8.37K	Hold	350	–	–	﹤0.01%	1003
2025 Q1	$7.75K	Hold	350	–	–	﹤0.01%	725
2024 Q4	$8.63K	Hold	350	–	–	﹤0.01%	706
2024 Q3	$8.05K	Hold	350	–	–	﹤0.01%	716
2024 Q2	$8.13K	Hold	350	–	–	﹤0.01%	688
2024 Q1	$7.84K	Hold	350	–	–	﹤0.01%	664
2023 Q4	$7.32K	Hold	350	–	–	﹤0.01%	649
2023 Q3	$6.96K	Hold	350	–	–	﹤0.01%	649
2023 Q2	$7.4K	Hold	350	–	–	﹤0.01%	644
2023 Q1	$6.88K	Hold	350	–	–	﹤0.01%	656
2022 Q4	$6	Hold	350	–	–	﹤0.01%	682
2022 Q3	$7	Hold	350	–	–	﹤0.01%	649
2022 Q2	$7	Hold	350	–	–	﹤0.01%	644
2022 Q1	$9	Buy	+350	New	+$9.42K	﹤0.01%	623

Other funds holding NIE

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDWIA

Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $524M AUM 25.1% 1-Year Est. Return

Westside Investment Management's NIE Position: Q2 2026 in Review

Westside Investment Management held its Virtus Equity & Convertible Income Fund (NIE) position steady in Q2 2026 at 350 shares worth $9.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Westside Investment Management first reported a position in NIE in Q1 2022 and has held it in 18 quarters since. 94 funds tracked by Wall St. Rank hold NIE as of Q2 2026.

Westside Investment Management held 350 shares of Virtus Equity & Convertible Income Fund worth $9.4K as of Q2 2026.
Westside Investment Management left its Virtus Equity & Convertible Income Fund share count unchanged in Q2 2026.
Virtus Equity & Convertible Income Fund made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1130 holding.
Westside Investment Management first reported a position in Virtus Equity & Convertible Income Fund in Q1 2022 and has held it in 18 quarters since.
94 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.