WIA
NIE

World Investment Advisors’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

World Investment Advisors’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
Q1 		$2.75M Buy
117,859
+12,273
+12% +$306K 0.04% 399
2025
Q4 		$2.63M Buy
105,586
+8,496
+9% +$215K 0.04% 403
2025
Q3 		$2.44M Buy
+97,090
New +$2.37M 0.05% 364

Other funds holding NIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return

World Investment Advisors's NIE Position: Q1 2026 in Review

World Investment Advisors increased its Virtus Equity & Convertible Income Fund (NIE) stake by 12% in Q1 2026, buying an estimated $306K and bringing the position to 117,859 shares worth $2.75M. The position accounts for 0.04% of the portfolio, ranked #399.

World Investment Advisors first reported a position in NIE in Q3 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold NIE as of Q1 2026.

  • World Investment Advisors held 117,859 shares of Virtus Equity & Convertible Income Fund worth $2.75M as of Q1 2026.
  • World Investment Advisors bought 12,273 Virtus Equity & Convertible Income Fund shares in Q1 2026, an estimated $306K.
  • Virtus Equity & Convertible Income Fund made up 0.04% of World Investment Advisors's portfolio in Q1 2026, its #399 holding.
  • World Investment Advisors first reported a position in Virtus Equity & Convertible Income Fund in Q3 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.