Wetherby Asset Management Inc

SEC CIK: 0001279627
Latest filing: Nov 14, 2025

SEC filings (opens in a new tab)

NIE holding history

Virtus Equity & Convertible Income Fund in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NIE overview All 13F holders of NIE Full Q3 2025 holdings

Shares (Q3 2025): 15,663
Value: $393.3K
% of portfolio: <0.1%
Quarters held: 2; Since Q2 2025

Holdings of NIE by Wetherby Asset Management Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	15,663	$393.3K	<0.1%	00.0%	Unchanged	Holders
Q2 2025	15,663	$374.3K	<0.1%	–	No prior filing	Holders