Y-Intercept (HK)’s Virtus Investment Partners VRTS Stock Holding History

Y-Intercept (HK)’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	$794K	Sell	5,531 -2,530	-31%	-$357K	0.02%	1134
2026 Q1	$1.08M	Sell	8,061 -6,666	-45%	-$983K	0.02%	996
2025 Q4	$2.4M	Buy	14,727 +10,057	+215%	+$1.7M	0.05%	536
2025 Q3	$887K	Buy	4,670 +67	+1%	+$13.2K	0.02%	1031
2025 Q2	$835K	Buy	+4,603	New	+$766K	0.02%	1017
2025 Q1	–	Sell	-3,261	Closed	-$719K	–	1642
2024 Q4	$719K	Buy	3,261 +1,038	+47%	+$236K	0.05%	566
2024 Q3	$466K	Buy	2,223 +828	+59%	+$177K	0.03%	806
2024 Q2	$315K	Buy	+1,395	New	+$317K	0.02%	1021
2023 Q3	–	Sell	-1,977	Closed	-$390K	–	1655
2023 Q2	$390K	Buy	+1,977	New	+$374K	0.04%	670
2023 Q1	–	Sell	-1,695	Closed	-$324K	–	1571
2022 Q4	$324K	Buy	+1,695	New	+$303K	0.05%	623

Other funds holding VRTS

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

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

FCBT

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

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Y-Intercept (HK)'s VRTS Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Virtus Investment Partners (VRTS) stake by 31% in Q2 2026, selling an estimated $357K and leaving 5,531 shares worth $794K. The position accounts for 0.02% of the portfolio, ranked #1134.

Y-Intercept (HK) first reported a position in VRTS in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.4M in Q4 2025. 43 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

Y-Intercept (HK) held 5,531 shares of Virtus Investment Partners worth $794K as of Q2 2026.
Y-Intercept (HK) sold 2,530 Virtus Investment Partners shares in Q2 2026, an estimated $357K.
Virtus Investment Partners made up 0.02% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1134 holding.
Y-Intercept (HK) first reported a position in Virtus Investment Partners in Q4 2022 and has held it in 10 quarters since.
Y-Intercept (HK)'s Virtus Investment Partners position peaked at $2.4M in Q4 2025.
43 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.