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Virtus Allianzgi Equity & Conv shares owned by Wetherby Asset Management

Quarter-by-quarter ownership of Virtus Allianzgi Equity & Conv (NIE) shares owned by Wetherby Asset Management from 13F filings

Historical chart of Wetherby Asset Management investment in Virtus Allianzgi Equity & Conv

Tip: Access up to 7 years of quarterly data

All positions including Virtus Allianzgi Equity & Conv held by Wetherby Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Allianzgi Equity & Conv by Wetherby Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $393k 16k 25.11
2025-06-30 $374k 16k 23.90

More positions owned by Wetherby Asset Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit Call Option (Principal) (SPY)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Netflix (NFLX)
Tesla Motors (TSLA)

View all positions for Wetherby Asset Management

Top funds holding Virtus Allianzgi Equity & Conv

Wells Fargo & Company
Advisors Asset Management
Royal Bank of Canada
Guggenheim Capital, LLC Managers
Raymond James Financial
Wealth Enhancement Advisory Services
LPL Financial
Schwarz Dygos Wheeler Investment Advisors
UBS Group
Wolverine Asset Management
Invesco
Cornerstone Advisors
Pensionmark Financial Group
Advisor Group Holdings
Cambridge Investment Research Advisors

View all funds holding Virtus Allianzgi Equity & Conv