Steven Glenn  Wittwer net worth and biography

Steven Wittwer Biography and Net Worth

Portfolio Manager of Virtus Total Return Fund

Steven Wittwer is an executive managing director and a senior portfolio manager at Duff & Phelps Investment Management, Co., an investment management affiliate of Virtus Investment Partners. Mr. Wittwer is the head of Duff & Phelps’ Infrastructure and Utilities Group and serves as a senior portfolio manager for the Global Listed Infrastructure strategies.

Prior to joining Duff & Phelps in 2017, Mr. Wittwer was a portfolio manager and senior equity analyst at Great Lakes Advisors in Chicago. Previously, he worked for UBS Global Asset Management for 14 years in various capacities, including head of the global telecom team, conducting research in the United States, Asia, and Europe, and a key participant on the UBS global technology team.

Mr. Wittwer holds a B.B.A. in accounting from the Wisconsin School of Business, University of Wisconsin, and an M.B.A. in finance from the Ross School of Business, University of Michigan-Ann Arbor. He is a Chartered Financial Analyst® (CFA®) charterholder, and a Certified Public Accountant (CPA) (inactive). He began his career in the investment industry in 1997.

What is Steven Glenn Wittwer's net worth?

The estimated net worth of Steven Glenn Wittwer is at least $38.25 thousand as of September 18th, 2023. Wittwer owns 6,000 shares of Virtus Total Return Fund stock worth more than $38,250 as of December 5th. This net worth approximation does not reflect any other assets that Wittwer may own. Learn More about Steven Glenn Wittwer's net worth.

How do I contact Steven Glenn Wittwer?

The corporate mailing address for Wittwer and other Virtus Total Return Fund executives is , , . Virtus Total Return Fund can also be reached via phone at 877-332-8172. Learn More on Steven Glenn Wittwer's contact information.

Has Steven Glenn Wittwer been buying or selling shares of Virtus Total Return Fund?

Steven Glenn Wittwer has not been actively trading shares of Virtus Total Return Fund within the last three months. Most recently, on Monday, September 18th, Steven Glenn Wittwer bought 6,000 shares of Virtus Total Return Fund stock. The stock was acquired at an average cost of $5.17 per share, with a total value of $31,020.00. Following the completion of the transaction, the portfolio manager now directly owns 6,000 shares of the company's stock, valued at $31,020. Learn More on Steven Glenn Wittwer's trading history.

Who are Virtus Total Return Fund's active insiders?

Virtus Total Return Fund's insider roster includes Sarah Cogan (Director), and Steven Wittwer (Portfolio Manager). Learn More on Virtus Total Return Fund's active insiders.

Steven Glenn Wittwer Insider Trading History at Virtus Total Return Fund

Transaction DateBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
9/18/2023Buy6,000$5.17$31,020.006,000View SEC Filing Icon  
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Steven Glenn Wittwer Buying and Selling Activity at Virtus Total Return Fund

This chart shows Steven Glenn Wittwer's buying and selling at Virtus Total Return Fund by year and by quarter.

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Virtus Total Return Fund Company Overview

Virtus Total Return Fund logo
Virtus Global Dividend & Income Fund Inc. is a closed-ended balanced mutual fund launched by Virtus Investment Partners, Inc. The fund is co-managed by Virtus Investment Advisers, Inc., Kayne Anderson Rudnick Investment Management LLC and Newfleet Asset Management, LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in reasonably priced growth (GARP) stocks of large cap companies and investment grade bonds issued by companies and governments. The fund is actively managed. It benchmarks the performance of its portfolio against a composite index comprised of 60% Russell Developed Large Cap Index and 40% Bloomberg Barclays U.S. Aggregate Bond Index. The fund was formerly known as The Zweig Total Return Fund, Inc. Virtus Global Dividend & Income Fund Inc. was formed on September 30, 1988 and is domiciled in the United States.
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Today's Range

Now: $6.38
Low: $6.31
High: $6.39

50 Day Range

MA: $6.50
Low: $6.33
High: $6.64

2 Week Range

Now: $6.38
Low: $5.22
High: $6.66

Volume

668,381 shs

Average Volume

332,079 shs

Market Capitalization

$354.13 million

P/E Ratio

N/A

Dividend Yield

9.33%

Beta

1.03