Virtus Investment Partners Reports Preliminary AUM Decline
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 13 2026
0mins
Should l Buy VRTS?
Source: seekingalpha
- AUM Decline: As of March 31, Virtus Investment Partners reported preliminary AUM of $149.0 billion, a 4.4% decrease from $155.9 billion on February 28, indicating negative impacts from market volatility on the firm's asset management.
- Total Client Assets: The firm’s other fee-earning assets totaled $1.6 billion, leading to total client assets of $150.6 billion, down 4.4% from $157.6 billion the previous month, reflecting investor reactions to market uncertainties.
- Product Type Asset Distribution: As of March, AUM by product type included $50.2 billion in Open-End Funds, $13.1 billion in Closed-End Funds, $37.3 billion in Retail Separate Accounts, and $48.3 billion in Institutional Accounts, illustrating the asset allocation across different product types.
- Asset Class Analysis: By asset class, equities accounted for $70.1 billion of total AUM, fixed income for $39.4 billion, multi-asset for $21.6 billion, and alternatives for $18.0 billion, indicating a strong focus on equities and fixed income within the firm's portfolio.
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Analyst Views on VRTS
Wall Street analysts forecast VRTS stock price to rise
4 Analyst Rating
1 Buy
1 Hold
2 Sell
Hold
Current: 139.780
Low
158.00
Averages
181.00
High
218.00
Current: 139.780
Low
158.00
Averages
181.00
High
218.00
About VRTS
Virtus Investment Partners, Inc. provides investment management and related services to institutions and individuals. It offers investment strategies for institutional and individual investors in different investment products and through multiple distribution channels. It provides various asset classes (equity, fixed income, multi-asset and alternatives), geographies (domestic, global, international and emerging), market capitalizations (large, mid and small), styles (growth, core and value) and investment approaches (fundamental and quantitative). Its retail products include open-end funds, closed-end funds and retail separate accounts. Its institutional products are offered to a variety of institutional clients through institutional separate accounts and commingled accounts, including sub advisory services to other investment advisers and its sponsored structured products. Its institutional products are marketed through relationships with consultants as well as directly to clients.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Portfolio Composition: The ETF plans to allocate 60%-80% of its assets to quality REITs and 20%-40% to investment-grade real estate-related debt, designed to provide above-average yield potential while mitigating volatility, addressing investors' dual needs for income and risk management.
- Management Team Expertise: The fund is managed by Duff & Phelps Investment Management Co., which has specialized in the real estate sector since 1932, leveraging its extensive market experience and rigorous investment process to deliver quality returns for investors.
- Market Positioning: In a market dominated by passive products, Virtus aims to provide significant investment advantages for investors seeking income and risk-adjusted returns through this actively managed multi-asset ETF, further enriching its ETF product lineup.
See More
Virtus Investment Partners Reports Preliminary AUM Decline
- AUM Decline: As of March 31, Virtus Investment Partners reported preliminary AUM of $149.0 billion, a 4.4% decrease from $155.9 billion on February 28, indicating negative impacts from market volatility on the firm's asset management.
- Total Client Assets: The firm’s other fee-earning assets totaled $1.6 billion, leading to total client assets of $150.6 billion, down 4.4% from $157.6 billion the previous month, reflecting investor reactions to market uncertainties.
- Product Type Asset Distribution: As of March, AUM by product type included $50.2 billion in Open-End Funds, $13.1 billion in Closed-End Funds, $37.3 billion in Retail Separate Accounts, and $48.3 billion in Institutional Accounts, illustrating the asset allocation across different product types.
- Asset Class Analysis: By asset class, equities accounted for $70.1 billion of total AUM, fixed income for $39.4 billion, multi-asset for $21.6 billion, and alternatives for $18.0 billion, indicating a strong focus on equities and fixed income within the firm's portfolio.
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- Access to Presentation Materials: The presentation accompanying the conference call will be available in the Presentations section of virtus.com, ensuring investors have comprehensive insights into the company's financial status and future outlook.
- Replay Availability: A replay of the conference call will be accessible in the Investor Relations section for at least one year, allowing investors who cannot attend live to review the discussion later.
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- Investor Caution: Despite the strong performance of energy stocks, investors are adopting a cautious stance, particularly as they await President Trump's deadline for Iran, which could significantly influence market sentiment.
- Profit-Taking Strategies: Some investors, like Stephanie Link from Hightower Advisors, have opted to sell their Chevron positions after realizing a 32% gain, indicating a growing willingness among market participants to lock in short-term profits in energy stocks.
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- Payment Schedule: The scheduled payment dates ensure that investors receive their dividends on time, which enhances investor confidence in the fund's management and operational reliability.
- Tax Information Disclaimer: The reported dividend amounts are estimates and may change based on the fund's investment performance and tax regulations, highlighting the importance for investors to be aware of accurate tax reporting for compliance purposes.
- Investment Objective: The fund aims to achieve current income exempt from federal income tax through a diversified portfolio of investment-grade tax-exempt obligations, reflecting its robust investment strategy and risk management capabilities.
See More
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- New ETF Launch: Virtus Investment Partners has introduced the Virtus Duff & Phelps Real Estate Income ETF, marking its 25th ETF, aimed at achieving high income and capital appreciation through investments in high-quality REITs and real estate debt, thereby enhancing portfolio diversity.
- Portfolio Composition: The ETF plans to allocate 60%-80% of its assets to quality REITs and 20%-40% to investment-grade real estate-related debt, designed to provide above-average yield potential while mitigating volatility, addressing investors' dual needs for income and risk management.
- Management Team Expertise: The fund is managed by Duff & Phelps Investment Management Co., which has specialized in the real estate sector since 1932, leveraging its extensive market experience and rigorous investment process to deliver quality returns for investors.
- Market Positioning: In a market dominated by passive products, Virtus aims to provide significant investment advantages for investors seeking income and risk-adjusted returns through this actively managed multi-asset ETF, further enriching its ETF product lineup.
See More
Virtus Investment Partners Reports Preliminary AUM Decline
- AUM Decline: As of March 31, Virtus Investment Partners reported preliminary AUM of $149.0 billion, a 4.4% decrease from $155.9 billion on February 28, indicating negative impacts from market volatility on the firm's asset management.
- Total Client Assets: The firm’s other fee-earning assets totaled $1.6 billion, leading to total client assets of $150.6 billion, down 4.4% from $157.6 billion the previous month, reflecting investor reactions to market uncertainties.
- Product Type Asset Distribution: As of March, AUM by product type included $50.2 billion in Open-End Funds, $13.1 billion in Closed-End Funds, $37.3 billion in Retail Separate Accounts, and $48.3 billion in Institutional Accounts, illustrating the asset allocation across different product types.
- Asset Class Analysis: By asset class, equities accounted for $70.1 billion of total AUM, fixed income for $39.4 billion, multi-asset for $21.6 billion, and alternatives for $18.0 billion, indicating a strong focus on equities and fixed income within the firm's portfolio.
See More
Virtus Investment Partners to Release Q1 2026 Financial Results
- Earnings Release Schedule: Virtus Investment Partners will announce its financial results for Q1 2026 before the market opens on May 1, 2026, reflecting the company's ongoing performance in the multi-boutique asset management sector.
- Executive-led Conference Call: CEO George R. Aylward and CFO Michael A. Angerthal will host a conference call at 10:00 a.m. Eastern to discuss the earnings report and address questions from the investment community.
- Access to Presentation Materials: The presentation accompanying the conference call will be available in the Presentations section of virtus.com, ensuring investors have comprehensive insights into the company's financial status and future outlook.
- Replay Availability: A replay of the conference call will be accessible in the Investor Relations section for at least one year, allowing investors who cannot attend live to review the discussion later.
See More
Stocks Rally on U.S.-Iran Ceasefire Agreement
- Market Rally: Following the two-week ceasefire agreement between the U.S. and Iran, the stock market experienced a significant rally, with the S&P 500 rising approximately 2.9% and the Dow Jones Industrial Average soaring over 1,300 points, marking its best single-day performance since April 2025, indicating a notable improvement in market sentiment.
- Investor Strategy Shift: As the market rebounds, retail investors may reassess their defensive portfolio strategies and seek buying opportunities in risk-on assets, particularly technology stocks, ahead of the upcoming earnings season, which is expected to be robust.
- Sector Attractiveness: Shannon Saccocia, Chief Investment Officer at Neuberger Berman, noted that valuations in technology, financials, and parts of the industrial sector have become more attractive after last summer's lows, suggesting that investors should consider re-entering these sectors to capitalize on ongoing economic momentum.
- Return to Growth Narrative: Joe Terranova from Virtus Investment Partners highlighted that Alphabet, Google's parent company, is up over 1% in 2026, making it the highest performer among the
See More
Energy Stocks Surge Amid Rising Oil Prices from U.S.-Iran Conflict
- Oil Price Surge Impact: The ongoing U.S.-Iran conflict has driven oil prices up, resulting in a 34% increase in energy stocks in 2026, which not only boosts investor confidence but also raises concerns about future market trends.
- Investor Caution: Despite the strong performance of energy stocks, investors are adopting a cautious stance, particularly as they await President Trump's deadline for Iran, which could significantly influence market sentiment.
- Profit-Taking Strategies: Some investors, like Stephanie Link from Hightower Advisors, have opted to sell their Chevron positions after realizing a 32% gain, indicating a growing willingness among market participants to lock in short-term profits in energy stocks.
- Future Risk Assessment: Analyst Sarat Sethi warns that if the conflict extends longer than anticipated, energy companies' earnings could be adversely affected, leading to a potential decline in demand and stock prices, necessitating a careful approach from investors.
See More
DTF Tax-Free Income Fund Announces Dividend Payments
- Dividend Amount: DTF Tax-Free Income 2028 Term Fund has authorized a dividend of $0.0325 per share, payable on April 29, May 28, and June 29, 2026, indicating the fund's commitment to providing consistent returns to shareholders.
- Payment Schedule: The scheduled payment dates ensure that investors receive their dividends on time, which enhances investor confidence in the fund's management and operational reliability.
- Tax Information Disclaimer: The reported dividend amounts are estimates and may change based on the fund's investment performance and tax regulations, highlighting the importance for investors to be aware of accurate tax reporting for compliance purposes.
- Investment Objective: The fund aims to achieve current income exempt from federal income tax through a diversified portfolio of investment-grade tax-exempt obligations, reflecting its robust investment strategy and risk management capabilities.
See More
