WA
NIE

WPG Advisers’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

WPG Advisers’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
2025
Q1 		– Sell
-225
Closed -$5.55K – 1511
2024
Q4 		$5.55K Buy
+225
New +$5.37K 0.01% 795

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WPG Advisers's NIE Position: Q1 2025 in Review

WPG Advisers sold out of Virtus Equity & Convertible Income Fund (NIE) in Q1 2025, closing a stake of 225 shares — an estimated $5.55K sold.

WPG Advisers first reported a position in NIE in Q4 2024 and held it in 1 quarter. The position peaked at $5.55K in Q4 2024. 77 funds tracked by Wall St. Rank hold NIE as of Q1 2025.

  • WPG Advisers reported no remaining Virtus Equity & Convertible Income Fund position as of Q1 2025 after selling out during the quarter.
  • WPG Advisers sold 225 Virtus Equity & Convertible Income Fund shares in Q1 2025, an estimated $5.55K.
  • WPG Advisers first reported a position in Virtus Equity & Convertible Income Fund in Q4 2024 and held it in 1 quarter.
  • WPG Advisers's Virtus Equity & Convertible Income Fund position peaked at $5.55K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q1 2025.

Based on WPG Advisers's 13F filing for Q1 2025, filed 15 May 2025.