WhitTier Trust Company’s Virtus Investment Partners VRTS Stock Holding History

WhitTier Trust Company’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	$1.71K	Hold	11	–	–	﹤0.01%	1311
2026 Q1	$1.41K	Hold	11	–	–	﹤0.01%	1311
2025 Q4	$1.86K	Hold	11	–	–	﹤0.01%	1178
2025 Q3	$2.11K	Hold	11	–	–	﹤0.01%	1169
2025 Q2	$2K	Hold	11	–	–	﹤0.01%	1311
2025 Q1	$1.9K	Hold	11	–	–	﹤0.01%	1290
2024 Q4	$2.43K	Hold	11	–	–	﹤0.01%	1225
2024 Q3	$2.3K	Hold	11	–	–	﹤0.01%	1213
2024 Q2	$2.48K	Hold	11	–	–	﹤0.01%	1152
2024 Q1	$2.73K	Hold	11	–	–	﹤0.01%	1105
2023 Q4	$2.66K	Hold	11	–	–	﹤0.01%	1106
2023 Q3	$2.22K	Hold	11	–	–	﹤0.01%	1070
2023 Q2	$2.17K	Hold	11	–	–	﹤0.01%	1099
2023 Q1	$2.09K	Hold	11	–	–	﹤0.01%	1083
2022 Q4	$2.1K	Hold	11	–	–	﹤0.01%	1093
2022 Q3	$2K	Hold	11	–	–	﹤0.01%	1044
2022 Q2	$2K	Hold	11	–	–	﹤0.01%	1071
2022 Q1	$3K	Hold	11	–	–	﹤0.01%	1043
2021 Q4	$3K	Hold	11	–	–	﹤0.01%	1004
2021 Q3	$3K	Hold	11	–	–	﹤0.01%	1053
2021 Q2	$3K	Hold	11	–	–	﹤0.01%	952
2021 Q1	$3K	Hold	11	–	–	﹤0.01%	944
2020 Q4	$2K	Hold	11	–	–	﹤0.01%	943
2020 Q3	$2K	Hold	11	–	–	﹤0.01%	933
2020 Q2	$1K	Hold	11	–	–	﹤0.01%	932
2020 Q1	$1K	Hold	11	–	–	﹤0.01%	971
2019 Q4	$1K	Hold	11	–	–	﹤0.01%	992
2019 Q3	$1K	Hold	11	–	–	﹤0.01%	983
2019 Q2	$1K	Hold	11	–	–	﹤0.01%	984
2019 Q1	$1K	Hold	11	–	–	﹤0.01%	985
2018 Q4	$1K	Hold	11	–	–	﹤0.01%	1040
2018 Q3	$1K	Hold	11	–	–	﹤0.01%	944
2018 Q2	$1K	Hold	11	–	–	﹤0.01%	954
2018 Q1	$1K	Hold	11	–	–	﹤0.01%	999
2017 Q4	$1K	Hold	11	–	–	﹤0.01%	979
2017 Q3	$1K	Hold	11	–	–	﹤0.01%	983
2017 Q2	$1K	Buy	+11	New	+$1.17K	﹤0.01%	900

Other funds holding VRTS

VIM

Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

WhitTier Trust Company's VRTS Position: Q2 2026 in Review

WhitTier Trust Company held its Virtus Investment Partners (VRTS) position steady in Q2 2026 at 11 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

WhitTier Trust Company first reported a position in VRTS in Q2 2017 and has held it in 37 quarters since. The position peaked at $3K in Q1 2022. 58 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

WhitTier Trust Company held 11 shares of Virtus Investment Partners worth $1.71K as of Q2 2026.
WhitTier Trust Company left its Virtus Investment Partners share count unchanged in Q2 2026.
Virtus Investment Partners made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1311 holding.
WhitTier Trust Company first reported a position in Virtus Investment Partners in Q2 2017 and has held it in 37 quarters since.
WhitTier Trust Company's Virtus Investment Partners position peaked at $3K in Q1 2022.
58 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.